Justin
Coffin
Apollon Wealth Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Justin Coffin is a certified financial planner based out of Portland, Maine who has 2 years of industry experience. Coffin is on the advisory team at Apollon Wealth Management, LLC. Coffin has gained experience at Ubs Financial Services, Inc, Mccandless & Coburn, LLC, Macpage, LLC, Apollon Wealth Management, LLC and Purshe Kaplan Sterling Investments. Coffin holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Maine. Apollon Wealth Management, LLC is a financial advisory business based out of Mount Pleasant, SC. It has offices in 34 locations and a total of 117 people on staff. It oversees $3 billion in assets under management among its 11,192 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to five charitable organizations. Of its 11,192 customer accounts, just 8% belong to high-net-worth individuals who have more than $1 million in assets. Apollon Wealth Management, LLC provides a diverse array 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. Fees for financial management largely vary depending on the type of services. However, fee types charged by Apollon Wealth Management, LLC most likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Justin Coffin Work History
Justin has been registered as a financial advisor for 2 years.*
Apollon Wealth Management, LLC
Purshe Kaplan Sterling Investments
Ubs Financial Services, Inc
Mccandless & Coburn, LLC
Macpage, 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 Justin Coffin 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
Redondo Beach, CA
Mount Pleasant, SC
Mount Pleasant, SC
Mount Pleasant, SC
Mount Pleasant, SC
Mount Pleasant, SC
Mount Pleasant, SC
Portland, ME
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
