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Joel Travis Barlow

APEX WEALTH ADVISORS LLC·NEW RIVER, Arizona
SIE, Series 6, Series 7, Series 63CFPClean record7 years registeredAPEX WEALTH ADVISORS LLC
43508 NORTH THIRD AVE, NEW RIVER, AZ 85087CRD# 4509525Firm CRD# 316564

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joel Travis Barlow · NEW RIVER, AZ
Registration
CRD #4509525 · APEX WEALTH ADVISORS LLC · 7 years registered
Brand Profile
Not yet started
01

Career History

APEX WEALTH ADVISORS LLC
Nov 2021 – present
AE WEALTH MANAGEMENT, LLC
Aug 2018 – Aug 2021
BIRMINGHAM, AL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Registration record
First registered · August 27, 2018
Years registered · 7
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
APEX WEALTH ADVISORS LLC
CRD 316564 · SEC 801-122534
AUM
$68M
Regulatory assets under management
Employees
3
253 client accounts
Services offered by APEX WEALTH ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at APEX WEALTH ADVISORS LLC →
Introduction

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05

Frequently Asked Questions

What services does Joel Travis Barlow offer?
Joel Travis Barlow specializes in Financial Planning, Investment Management. Contact their office in NEW RIVER, Arizona for a consultation.
What are Joel Travis Barlow's credentials?
Joel Travis Barlow holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Joel Travis Barlow located?
Joel Travis Barlow is based in NEW RIVER, Arizona, working with APEX WEALTH ADVISORS LLC. Their office serves clients in the NEW RIVER metropolitan area and surrounding communities.
How does Joel Travis Barlow charge for services?
Joel Travis Barlow's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is APEX WEALTH ADVISORS LLC?
APEX WEALTH ADVISORS LLC has approximately 3 employees and manages $68M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at APEX WEALTH ADVISORS LLC

Jacob Douglas Schisler
NEW RIVER, AZ
Leonard Aaron Williamson
NEW RIVER, AZ

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Arizona
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City Guides
SCOTTSDALE GuidePHOENIX GuideTUCSON GuideMESA GuideTEMPE Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
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