Apriem Advisors
Your trusted partner in wealth management. We offer comprehensive services ranging from sophisticated investment strategies to retirement and estate planning, allowing you to concentrate on what truly matters—time with your loved ones. Our holistic methodology ensures that you and your family navigate your complete financial landscape, establishing a sustainable plan designed to foster success for generations ahead. We specialize in generational wealth, retirement solutions, charitable initiatives, investment strategies, estate planning, and overall financial planning. Important Disclosures:
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Verified contacts
21
available on Kipplo
LinkedIn employees
22
11 to 50 range
Open roles
—
no listings
Distinct roles
16
indexed titles
Tech stack
0
tools in use
Monthly traffic
77
organic / mo
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Decision-makers and verified team members
21 contacts with verified email or phone · masked until revealed.
- SC
Shawn Covarrubias
Vice President Client Services · Customer/Client Service
EmailPhone - JG
Josh Garland
Senior Financial Advisor · Finance & Accounting
EmailPhone - CW
Chris Whitaker
Chief Wealth Manager · Other
EmailPhone - KW
Kenneth W.
Senior Portfolio Administrator · Operations
EmailPhone - LD
Lindsay D.
Client Services Manager · Customer/Client Service
EmailPhone - CD
Cole Ducote
Associate Financial Planner · Finance & Accounting
EmailPhone - GH
Gina Hsiang
Administrative Assistant · Operations
EmailPhone - HM
Halle Miller
Associate Financial Advisor · Finance & Accounting
EmailPhone - JB
Jessica Borrego
Administrative Assistant · Operations
EmailPhone
Showing 9 of 21 verified contacts
Top roles at Apriem Advisors
16 distinct titles indexed · top 10 shown.
- 3administrative assistant
- 2wealth management intern
- 1associate financial advisor
- 1associate financial planner
- 1chief business development officer, principal
- 1chief financial officer
- 1chief wealth manager
- 1cio principal
- 1client services manager
- 1financial advisor
- +6more titles
Sign up to unlock all 21 contacts at Apriem Advisors
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 21 verified contacts at Apriem Advisors
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