Apex Financial Services Group

CONNECT

Address:

500 N. State College Blvd. Suite 1100
Orange, CA 92868

Phone:

(714) 919-4446

Fax/Other:

(714) 919-4447

Clearing Firm

 

National Financial Services, LLC

Many of our client accounts are held at National Financial Services,LLC, A Fidelity Investment Company®. NFS was established in 1983 and as of September 30, 2015, they serviced millions of accounts representing nearly $3 trillion in assets under administration.

Fidelity Investments is one of the world's largest providers of financial services, with custodied assets of $5 trillion, including managed assets of $2 trillion as of September 30, 2015. For more information on NFS, please visit www.nationalfinancial.com

 

Securities Investor Protection Corporation (SIPC)

National Financial Services LLC is a member of the Securities Investor Protection Corporation (SIPC), which was created in 1970 to protect customers of member broker-dealer firms in case of broker-dealer liquidation.  For additional details, please visit www.sipc.org

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck