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George J. Appel

George J. Appel

Harveys Lake, PA

CRD 4604755

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Employer firm

George J. Appel CRD 121081

$40.9M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • TAX PLANNING & TAX PREP

From the firm’s Form ADV. Read the guides:

Current Employers
George J. Appel

Harveys Lake, PA • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-01-07
  • PA RA
    APPROVED
    Since 2025-01-07

Branch Locations

Harveys Lake, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
George John Appel Harveys Lake PA 07/1993 Present
  • 07/1993 → Present
    George John Appel
    Harveys Lake, PA
Designations
  • Certified Financial Planner
Other Names
  • George Appel
  • George John Appe
  • George John Appel

View on SEC IAPD

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