Advisor at APS Investment Management Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
APS Investment Management Group
Location
Jackson, CA 95642
Credentials
Series 63, Series 66
Industry experience
22 years
Commission-based sales of securities including mutual funds and insurance products by supervised persons registered with LPL Financial.
Generally $250/hour for pension consulting services, negotiable depending on circumstances.
Account minimum: $100,000
LPL FINANCIAL
2012 - Present (14 years)
APS Associates
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 66
Jackson, CA
Edward Jones
Series 63, Series 66
Sutter Creek, CA
Edward Jones
Series 63, Series 65
Valley Springs, CA
Silverback Financial
CFP®, Series 65
Ione, CA
Hesperian Wealth
CFP®, Series 63
Pioneer, CA
Southland Equity Partners, Llc.
Series 65
Valley Springs, CA
Desert Rose Capital Management, Inc.
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