Apple & Company, Inc.

Apple & Company, Inc. (CRD# 142298) is a financial advisory firm headquartered in Nashville, TN. They manage $31,729,445 in 177 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    177
    ACCOUNTS
  • Average Account Value
    $179,262
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA, TN, TX

Financial Advisors at Apple & Company, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Carl D. Apple
CRD#: 1050406
501 Union Street, Suite 305, Nashville, TN 37219
96
Wealthminder
score

Carl Apple (CRD# 1050406) is an Investment Advisor Representative working at Apple & Company, Inc. in Nashville, TN and has over 34 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.

2
Carlyle D. Apple
CRD#: 6629
501 Union Street, Suite 305, Nashville, TN 37219
93
Wealthminder
score

Carlyle Apple (CRD# 6629) is an Investment Advisor Representative working at Apple & Company, Inc. in Nashville, TN and has over 34 years of experience in the finance industry.

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