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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Bonner is a financial advisor who specializes in providing financial planning, pension consulting, and portfolio management services. Adam is registered with the state of South Carolina as an investment advisor representative. Adam has been in the industry since 2013. Adam is currently employed by Apollon Wealth Management, LLC, where Adam is an Investment Advisory Specialist. Adam previously worked for LPL Financial LLC and Thrivent Investment Management Inc. Adam holds the Series 66, Series 7TO, Series 7, and SIE exams. Adam provides financial advice to corporations, individuals, charitable organizations, insurance companies, pension and profit sharing plans, pooled investment vehicles, and high-net-worth individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
SC
03/09/2022 - Present
Apollon Wealth Management, LLC (MOUNT PLEASANT SC)
PR
08/15/2023 - 09/22/2023
CABOT LODGE SECURITIES LLC (Vieques PR)
SC
09/18/2014 - 10/13/2021
LPL FINANCIAL LLC (CHARLESTON SC)
SC
04/10/2013 - 07/03/2014
THRIVENT INVESTMENT MANAGEMENT INC. (MT PLEASANT SC)
BOTH
Issued 05/04/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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