Apple & Company, Inc.
Apple & Company, Inc. (CRD# 142298) is a financial advisory firm headquartered in Nashville, TN. They manage $33,250,041 in 163 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management33MILLION
Total Number of Accounts163ACCOUNTS
Average Account Value$203,988
- 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
Carl Apple (CRD# 1050406) is an Investment Advisor Representative working at Apple & Company, Inc. in Nashville, TN and has over 35 years of experience in the finance industry. Carl Apple has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Carlyle Apple (CRD# 6629) is an Investment Advisor Representative working at Apple & Company, Inc. in Nashville, TN and has over 36 years of experience in the finance industry.