Apex Tax & Financial Planning

Apex Tax & Financial Planning (CRD# 310747) is a financial advisory firm headquartered in , . They manage $1,773,700 in 25 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $70,948
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
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Apex Tax & Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Alvin Wolcott, financial advisor Kent WA
Alvin L. Wolcott
CRD#: 2792237
Kent, WA

Alvin Wolcott (CRD# 2792237) is an Investment Advisor Representative working at Apex Tax & Financial Planning in Kent, WA and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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