Robert
Pragnell

Apex Strategic Wealth, LLC

CRD#3105233
Investment Advisor
in Chattanooga, TN

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About this Advisor

Robert Pragnell is a financial advisor who works in Chattanooga, Tennessee with 3 years of relevant experience. Pragnell works at Apex Strategic Wealth, LLC. Throughout their career, Pragnell has worked at Lpl Financial LLC, Apex Strategic Wealth, LLC and Innovative Advisory Partners, LLC. Pragnell holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Louisiana, Tennessee and Texas. Apex Strategic Wealth, LLC is an advisory company headquartered in Chattanooga, TN. It handles $146 million in assets under management across its 1,157 client accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. The firm serves three charitable organizations. Of its 1,157 customer accounts, just 14% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The firm has a set of services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. A financial advisor's fee schedules usually depend on which services are provided. Fee types charged by Apex Strategic Wealth, LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3800 St. Elmo Ave. Suite 305
Chattanooga, TN 37409

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Apex Strategic Wealth, LLC Brokerage Details

Total Assets Under Management

$146,219,800

TN Average: $730,596,643
Total Number of Employees

8

TN Average: 15
Total Number of Accounts

1,157

TN Average: 968
Average Account Size

$126,378

TN Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Robert Pragnell Work History

Robert has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Apex Strategic Wealth, LLC

2010 - Present (14 years)

Lpl Financial LLC

2018 - 2020 (2 years)

Innovative Advisory Partners, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Robert Pragnell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Apex Strategic Wealth, LLC

John Garmany
Chattanooga, TN
Robert Pragnell
Chattanooga, TN
Christopher Taylor
Chattanooga, TN
Charles Emanuel
Chattanooga, TN
Josiah Mcdaniel
Chattanooga, TN
William Wood
Chattanooga, TN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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