Dana
Greathouse
Apollon Wealth Management, LLC
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About this Advisor
Dana Greathouse is a financial advisor based out of Mount Pleasant, South Carolina with a total of 2 years of industry experience. Greathouse is an employee of Apollon Wealth Management, LLC. During their career, Greathouse has held roles at Richard Whitaker Insurance Services, Inc, First Allied Securities, Inc, Prospera Financial Services, Cascade Financial Management Inc, Apollon Wealth Management, LLC and The Milestone Group, Inc. Greathouse has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Colorado and Missouri. Apollon Wealth Management, LLC is a financial advisory company based out of Mount Pleasant, SC. The investment advisory business has offices in 34 locations and a total of 117 advisors. It oversees $3 billion in assets across its 11,192 accounts, making it one of the biggest firms in the United States by assets under management. The firm provides financial advisory services to five charitable organizations. Of its 11,192 accounts, just 8% belong to high-net-worth clients who have at least $1 million in assets available to invest. Apollon Wealth Management, LLC has a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services and selection of other advisers. A financial advisor's fees largely vary depending on which services are provided. However, fees charged by Apollon Wealth Management, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Apollon Wealth Management, LLC Brokerage Details
$3,362,897,429
117
11,192
$300,473
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
Dana Greathouse Work History
Dana has been registered as a financial advisor for 2 years.*
Apollon Wealth Management, LLC
Cascade Financial Management Inc
The Milestone Group, Inc
Prospera Financial Services
First Allied Securities, Inc
Richard Whitaker Insurance Services, Inc
*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 Dana Greathouse 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 Apollon Wealth Management, LLC
Mount Pleasant, SC
Mount Pleasant, SC
Redondo Beach, CA
Mount Pleasant, SC
Mount Pleasant, SC
Mount Pleasant, SC
Mount Pleasant, SC
Aiken, SC
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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