James H. Applegate,  CFP<sup>&reg;</sup> - Financial Advisor

James H. Applegate, CFP®

AAMS

Financial Advisor

Financial Services Advisory, Inc.

5237 Summerlin Commons Blvd
Fort Myers, FL 33907
(800) 235-4567
(239) 489-3346

General

James Applegate is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Financial Services Advisory, Inc. in Fort Myers, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Accred Asset Mgmt Specialist

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Asset Allocation, Investment Management, Mutual Funds, Retirement, Stocks & Bonds

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Helpful Financial Planning Resources