Apex Financial Services, LLC
Apex Financial Services, LLC (CRD# 152931) is a financial advisory firm headquartered in , . They manage $2,300,000 in 4 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Apex Financial Services, LLC
By the Numbers
-
Total Assets Under Management2MILLION
-
Total Number of Accounts4ACCOUNTS
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Average Account Value$575,000
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC
Financial Advisors at Apex Financial Services, LLC
1
Bunmi Ajao (CRD# 5030006) is an Investment Advisor Representative working at Apex Financial Services, LLC in Gastonia, NC and has over 16 years of experience in the finance industry.
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