Alexandra
Lundgren
Apollon Wealth Management, LLC
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About this Advisor
Alexandra Lundgren is a financial advisor operating in Mount Pleasant, South Carolina with a total of 1 year of industry experience. Lundgren works at Apollon Wealth Management, LLC. Throughout their career, they have worked at The Asset Consulting Group, Financial Telesis Inc, American United Life, Oneamerica Securities, Allegis Financial Partners, Apollon Wealth Management, LLC and Tree City Advisors, LLC. Lundgren holds Series 66 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Idaho. Apollon Wealth Management, LLC is a company operating out of Mount Pleasant, SC. The investment advisory business has offices in 34 locations and a total of 117 employees. It has $3 billion in total assets across its 11,192 client accounts, placing it among the largest firms in the United States by assets under management. The firm serves five charitable organizations. Of its 11,192 client accounts, just 8% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm performs a diverse assortment 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 which services the firm provides the client. Fee types billed by Apollon Wealth Management, LLC can be comprised of 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
Alexandra Lundgren Work History
Alexandra has been registered as a financial advisor for 1 years.*
Apollon Wealth Management, LLC
Tree City Advisors, LLC
American United Life
Oneamerica Securities
Allegis Financial Partners
Financial Telesis Inc
The Asset Consulting Group
*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 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
Redondo Beach, CA
Mount Pleasant, SC
Mount Pleasant, SC
Mount Pleasant, SC
Mount Pleasant, SC
Mount Pleasant, SC
Mount Pleasant, SC
Portland, ME
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