Apex Securities & Asset Management, LLC

CONNECT

Address:

8660 Brentwood Boulevard, Suite G
Brentwood, CA 94513

Phone:

(925) 516-APEX

Fax/Other:

(925) 516-2775

Sharlet BriggsSharlet Briggs, Client Service Manager

p. (925) 516-2739

f. (925) 516-2775

e. sharlet.briggs@wfafinet.com

 

 

 

 

 

 

 

Sharlet joined Apex Securities and Asset Management after working in property management and prior to that a long history in the financial medical field. She is very experienced in providing excellent customer service. Sharlet is likely the first voice you hear when calling Apex and often the first face you see when visiting the office.

Sharlet can assist with incoming account transfers, wire transfers, account updates, provide cost basis information for your attorney and/or CPA, in addition to general inquiries. She is committed to getting client concerns addressed.


Meet the Team

Treva Black David Roche Patricia Castro
Treva Black David Roche Patricia Castro
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