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Anthony Raymond Case

Apollon Wealth Management, LLC

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About Anthony Raymond Case

Anthony Raymond Case is a financial advisor with Apollon Wealth Management, LLC. Anthony is registered with the state of Florida, Georgia, North Carolina, South Carolina, and Texas. Anthony has been a financial advisor since 2011. Anthony also works for Apollon Insurance Group. Anthony is a Certified Financial Planner and a Chartered Financial Consultant.

Firm Information

Anthony Case 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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Anthony Case’s Registration & Firm History

SC

03/06/2018 - Present

Apollon Wealth Management, LLC (MOUNT PLEASANT SC)

SC

04/18/2011 - 03/16/2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHARLESTON SC)

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Licenses & Designations

IA

Issued 05/03/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/10/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/16/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/12/2017

Series 7 - General Securities Representative Examination

BC

Issued 04/15/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Anthony Raymond Case.
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