Unclaimed Profile

Edward Lee Apple

PACIFIC GLOBAL INVESTMENT MANAGEMENT CO·GLENDALE, California

SIE, Series 7, Series 24, Series 63, Series 66Clean record22 years registeredPACIFIC GLOBAL INVESTMENT MANAGEMENT CO

101 N. BRAND BLVD, GLENDALE, CA 91203CRD# 4125836Firm CRD# 106962

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Edward Lee Apple · GLENDALE, CA

Registration

CRD #4125836 · PACIFIC GLOBAL INVESTMENT MANAGEMENT CO · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PACIFIC GLOBAL INVESTMENT MANAGEMENT CO

PACIFIC GLOBAL INVESTMENT MANAGEMENT CO

Aug 2017 – Dec 2024

MEMPHIS, TN

WUNDERLICH SECURITIES, INC.

Mar 2016 – Jun 2017

MEMPHIS, TN

PACIFIC GLOBAL INVESTMENT MANAGEMENT CO

May 2012 – Mar 2016

MEMPHIS, TN

MORGAN KEEGAN & COMPANY, INC.

Mar 2004 – Apr 2012

MEMPHIS, TN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · March 17, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PACIFIC GLOBAL INVESTMENT MANAGEMENT CO

CRD 106962 · SEC 801-41668

AUM

$740M

Regulatory assets under management

Employees

973 client accounts

Services offered by PACIFIC GLOBAL INVESTMENT MANAGEMENT CO

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PACIFIC GLOBAL INVESTMENT MANAGEMENT CO →

Introduction

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Frequently Asked Questions

What services does Edward Lee Apple offer?

Edward Lee Apple specializes in Financial Planning, Investment Management, Wealth Management.

What are Edward Lee Apple's credentials?

Edward Lee Apple is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Edward Lee Apple located?

Edward Lee Apple is based in GLENDALE, California, last registered with PACIFIC GLOBAL INVESTMENT MANAGEMENT CO.

How does Edward Lee Apple charge for services?

Edward Lee Apple's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PACIFIC GLOBAL INVESTMENT MANAGEMENT CO?

PACIFIC GLOBAL INVESTMENT MANAGEMENT CO has approximately 14 employees and manages $740M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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