Alexandra
Lundgren
Apollon Wealth Management, LLC
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About this Advisor
Alexandra Lundgren is a financial advisor based in Mount Pleasant, South Carolina, working with Apollon Wealth Management, LLC. Alexandra has previously held positions at American United Life, Oneamerica Securities, Allegis Financial Partners, Apollon Wealth Management, LLC, and Tree City Advisors, LLC. Alexandra has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in Idaho. Currently, Alexandra is part of Apollon Wealth Management, LLC, which operates out of Mount Pleasant, South Carolina. The firm has 34 offices and 167 employees. The firm manages assets totaling $5.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisers. The fee structure at Apollon Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Apollon Wealth Management, LLC Brokerage Details
$5,519,652,128
167
15,301
$360,738
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
Alexandra Lundgren Work History
Apollon Wealth Management, LLC
Tree City Advisors, LLC
American United Life
Oneamerica Securities
Allegis Financial Partners
Disclosures
Please visit the SEC profile of Alexandra Lundgren 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
Mount Pleasant, SC
Mount Pleasant, SC
Mechanicsburg, PA
Mount Pleasant, SC
Hoboken, NJ
Redondo Beach, CA
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