Dawn
Campbell

Apollon Wealth Management, LLC

CRD#2214340
Investment Advisor
in Mount Pleasant, SC

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About this Advisor

Dawn Campbell is a financial advisor based in Mount Pleasant, South Carolina, working with Apollon Wealth Management, LLC. Dawn has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Mvp American Securities, Mvp Realty Advisors, Inland Securities Corporation, Apollon Wealth Management, LLC, Colorado Financial Service Corporation, and Madrona Financial Services, LLC. Dawn has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Minnesota, North Carolina, Oregon, South Carolina, and Washington. Currently, Dawn 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

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

111 Coleman Blvd Suite 402
Mount Pleasant, SC 29464

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Apollon Wealth Management, LLC Brokerage Details

Total Assets Under Management

$5,519,652,128

SC Average: $646,059,043
Total Number of Employees

167

SC Average: 13
Total Number of Accounts

15,301

SC Average: 661
Average Account Size

$360,738

SC Average: $977,396

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

Dawn Campbell Work History

2019 - Present (5 years)

Apollon Wealth Management, LLC

2018 - 2018 (< 1 year)

Colorado Financial Service Corporation

2018 - 2019 (1 year)

Madrona Financial Services, LLC

2015 - 2018 (3 years)

Inland Securities Corporation

2014 - 2015 (1 year)

Mvp American Securities

2014 - 2015 (1 year)

Mvp Realty Advisors

2013 - 2014 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2013 - 2014 (1 year)

Bank Of America, N.A

Disclosures

Please visit the SEC profile of Dawn Campbell 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

Nahal Sabbagh Kermani
Mount Pleasant, SC
Paul Defrances
Mount Pleasant, SC
Kassi Hyde
Mount Pleasant, SC
Michael Green
Mount Pleasant, SC
Clinton Smith
Mechanicsburg, PA
Christopher Cassel
Mount Pleasant, SC
Dawn Campbell
Mount Pleasant, SC
Bradley Humphries
Columbia, SC

The content in this profile was updated by SmartAsset on 6/19/2024. 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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