Apforia
Apforia (CRD# 327176) is a financial advisory firm headquartered in Virginia Beach, VA. They manage $37,564,112 in 520 accounts and serve the financial needs of clients across 16 states (or territories).
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Total Assets Under Management38MILLION
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Total Number of Accounts520ACCOUNTS
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Average Account Value$72,239
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
AL, CA, CO, FL, LA, MD, NC, NE, NH, NY, OH, OR, TN, TX, VA, WA
Paul Allen (CRD# 6582946) is a Fee-Only Financial Adviser, Principal, and Founder at PIM Financial Partners, LLC in Virginia Beach, VA and has 2 years of experience in the finance industry.
"When I was on active duty I couldn't find the kind of financial adviser I wanted - so when I retired from active duty I became one."
Ready to help you navigate your financial future. Initial consultations are always free.
Fee-Only | Fiduciary | Educated | Professional | Affordable
Kathleen Cote (CRD# 2647975) is an Investment Advisor Representative working at Apforia in Fairfax, VA and has over 23 years of experience in the finance industry.
Sean Gillespie (CRD# 6036446) is an Investment Advisor Representative working at Apforia in Virginia Beach, VA and has over 10 years of experience in the finance industry.
Rebecca Meats (CRD# 7092772) is an Investment Advisor Representative working at Apforia in La Center, WA and has over 5 years of experience in the finance industry.
Omen Quelvog (CRD# 7852976) is an Investment Advisor Representative working at Apforia in Fredericksburg, VA and has 1 year of experience in the finance industry.
Adrienne Ross (CRD# 7089842) is an Investment Advisor Representative working at Apforia in Virginia Beach, VA and has over 6 years of experience in the finance industry.