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Allen Cates

Apollon Wealth Management, LLC

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About Allen Cates

Allen Cates is a registered Investment Advisor Representative with Apollon Wealth Management, LLC. Allen is licensed to provide investment advice in North Carolina and is also a registered Investment Advisor in the state. Allen has a Series 65 license and has been in the industry since 2005. Allen has experience with Bank of America, PNC, Amramp of the Carolinas, and Argo Capital Partners. Allen specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and pooled investment vehicles.

Firm Information

Allen Cates is currently registered with Apollon Wealth Management, LLC. Apollon Wealth Management, LLC is an investment advisor based in MOUNT PLEASANT, SC. The firm manages over $5.5 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, pooled investment vehicles, and charitable organizations. They offer a range of services, including financial planning, portfolio management, and selection of other advisors. The firm has over 100 investment advisor representatives and 40 licensed agents.
Apollon Wealth Management, LLC

111 COLEMAN BLVD

MOUNT PLEASANT, SC 29464

$5.52B

Assets Under Management

164

Total Clients

91

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Allen Cates’s Registration & Firm History

NC

05/20/2024 - Present

Apollon Wealth Management, LLC (Charlotte NC)

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Licenses & Designations

IA

Issued 03/29/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Allen Cates.
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