Apex Securities & Asset Management, LLC

CONNECT

Address:

8660 Brentwood Boulevard, Suite G
Brentwood, CA 94513

Phone:

(925) 516-APEX

Fax/Other:

(925) 516-2775

Our Qualifications


Treva and David each have more than 27 years of investment experience and currently manage over $167 million dollars for individuals and business owners located throughout the United States.

Treva earned her Bachelor of Science degree in business administration and marketing from California State University Stanislaus in Turlock, CA.  She holds all security registrations and insurance licenses applicable to her position, which allows her to provide a full range of investment services.

David received his Bachelor of Arts degree from the University of Pacific (Stockton, CA) in 1988.  He holds all security registrations and insurance licenses applicable to his position, which allows him to offer complete investment services.

Both have extensive training in building investment portfolios, asset allocation, college and retirement planning, income generation strategies and tax advantaged investments.

They are joined by Senior Registered Client Associate Patricia Castro with over 26 years of experience and Sharlet Briggs, Client Services Manager, who provide Apex clients the first class service they deserve.

Integrity. Experience. Service.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals