KA
Karl J. Appel
CASSILLY & APPEL
SEVERNA PARK, MD 21146
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CRD#: 4687105
KA
Professional summary
Karl J. Appel is a registered financial advisor currently at CASSILLY & APPEL, INC. located in Severna Park, Maryland.
Karl is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Karl has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Karl J. Appel's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 11, 2015 - Present
CASSILLY & APPEL, INC.
Office #1: 570 Baltimore Annapolis Blvd., Severna Park, MD 21146RIA
CRD#: 173958
SEVERNA PARK, MD
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Maryland(2/11/2015)
Current Firm
C&
CASSILLY & APPEL, INC.
CASSILLY & APPEL, INC. | GARDINER & APPEL GROUP, INC.
CRD#: 173958 / SEC#:
Maryland
Registered Investment Advisory firm - (2/11/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
570 Baltimore Annapolis Boulevard, Severna Park, MD 21146
Mailing Address
Phone number
(410) 647-7777
Established
Firm type
Fiscal year end
# of Employees
14
Red Flags
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