The Academy of Preferred Financial Advisors Revenue
Financial Services • 
Roseville, California, United States • 1-10 Employees
The Academy of Preferred Financial Advisors revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Key Contact at The Academy of Preferred Financial Advisors
Kenneth Unger
Founder
Company overview
| Headquarters | 2260 Lava Ridge Court, Suite 100, Roseville, ca 95661, US |
| Phone number | +18668660472 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Speaking Engagements, Financial Advisor Coaching, Financial Advisor Education, Financial Advisor Training |
| Employees | 1-10 |
| Socials |
The Academy of Preferred Financial Advisors Email Formats
The Academy of Preferred Financial Advisors uses 1 email format. The most common is {first name} (e.g., john@theapfa.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@theapfa.com | 100% |
About The Academy of Preferred Financial Advisors
The Academy of Preferred Financial Advisors (APFA), partnering with the industry’s best advisors, is the industry’s leading and most respected provider of comprehensive practice management solutions for financial advisors. Our mission at The Academy of Preferred Financial Advisors is to help our members achieve the vision they have for their practice through educating them on how to increase their overall production while managing their practice in an efficient and time effective manner. Dedicated to Your Success: The Academy is dedicated to educating advisors on how to increase their overall production and provide the highest level of financial advice and services, while maintaining an optimum benchmark of efficiency for their practice. We are committed to sharing with all members not just the theory behind these proven systems, but the implementation necessary to boost their production and allow them more free time to do the things they enjoy! Proven Training Systems: The systems taught by the Academy are based on the real-world, time-proven and tested techniques of active and thriving financial advisory practices. Over the past 15 years, we have had the good fortune of working with several hundred of the industry’s finest advisors and producers. The Academy offers the Exclusive Coaching Program, a comprehensive training program for mid- to high-level advisors. The Exclusive Coaching Program’s proven systems and customized advice bring empirical results for its members. The Academy also hosts the 2-day Financial Advisor Boot Camp, the industry’s highest level 2-day session for financial advisors seeking to grow their practice.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
The Academy of Preferred Financial Advisors has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
The Academy of Preferred Financial Advisors has never raised funding before.
The Academy of Preferred Financial Advisors Tech Stack
Discover the technologies and tools that power The Academy of Preferred Financial Advisors's digital infrastructure, from frameworks to analytics platforms.
Performance
Security
Security
Form builders
CDN
Font scripts
JavaScript libraries
Miscellaneous
Security
Programming languages
Blogs
SEO
Austria
Poland
South Africa
Frequently asked questions
4.8
40,000 users
