Travis
Mowrey
Apollon Wealth Management, LLC
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About this Advisor
Travis Mowrey is a financial advisor who works in Mount Pleasant, South Carolina who has 2 years of industry experience. Mowrey is an employee of Apollon Wealth Management, LLC. Their career trajectory has included roles at Edward Jones, University Of North Georgia, Applebees, Falling Creek Camp, Montaluce Winery, Wells Fargo Advisors Financial Network and Apollon Wealth Management, LLC. Mowrey has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Georgia and Montana. Apollon Wealth Management, LLC is an advisory business that has its headquarters in Mount Pleasant, SC. It has offices in 34 locations and a total of 117 financial advisors. It has $3 billion in assets across its 11,192 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves five charitable organizations. Of its 11,192 accounts, just 8% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The business provides a wide range of services, such as 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 largely depend on the type of services offered. Fees 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
Travis Mowrey Work History
Travis has been registered as a financial advisor for 2 years.*
Apollon Wealth Management, LLC
Edward Jones
Wells Fargo Advisors Financial Network
Applebees
Falling Creek Camp
Montaluce Winery
University Of North Georgia
*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 Travis Mowrey 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
Portland, ME
Mount Pleasant, SC
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