Anthony
Garcia
Apollon Wealth Management, LLC
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About this Advisor
Anthony Garcia is a financial advisor working in Mount Pleasant, South Carolina with a total of 2 years of relevant experience. Garcia is currently employed by Apollon Wealth Management, LLC. Throughout their career, they have worked at Lasalle St. Securities, L.L.C, Platinum Wealth Partners, Mutual Securities, Inc, Dw Advisors, LLC Dba Blue Chip Wealth Management, Inc, International Assets Advisory LLC, Blue Chip Wealth Management, Inc, Fortune Financial Services, Inc and Apollon Wealth Management, LLC. Garcia holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida. Apollon Wealth Management, LLC is a firm based in Mount Pleasant, SC. It has offices in 34 locations and a total of 117 people on staff. It controls $3 billion in assets among its 11,192 client accounts, making it one of the largest firms in the country by assets under management. The firm provides financial advisory services to five charitable organizations. Of its 11,192 accounts, just 8% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The firm performs a number 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 charged by financial advisors typically vary depending on the services. However, fees billed by Apollon Wealth Management, LLC likely are comprised of any blend 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
Anthony Garcia Work History
Anthony has been registered as a financial advisor for 2 years.*
Apollon Wealth Management, LLC
Blue Chip Wealth Management, Inc
Fortune Financial Services, Inc
Dw Advisors, LLC Dba Blue Chip Wealth Management, Inc
International Assets Advisory LLC
Mutual Securities, Inc
Lasalle St. Securities, L.L.C
Platinum Wealth Partners
*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 Anthony Garcia 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
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Redondo Beach, CA
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Mount Pleasant, SC
Portland, ME
Mount Pleasant, SC
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