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Brian James Wiley

Apollon Wealth Management, LLC

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About Brian James Wiley

Brian Wiley is an Investment Advisor Representative at Apollon Wealth Management, LLC. Brian Wiley is a Registered Investment Advisor with over 20 years of experience in the industry. Brian Wiley has a series 7, 24, and 66 license, along with a state exam taken in 2000. Brian Wiley has previously worked at Cascade Financial Management, Inc., Brokersxpress LLC, Securities America, Inc., Brookstreet Securities Corporation, and AXA Advisors, LLC. Brian Wiley is a member of The Real Money Pros and Freedom Folios LLC.

Firm Information

Brian Wiley 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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Brian Wiley’s Registration & Firm History

ID

11/29/2022 - Present

Apollon Wealth Management, LLC (BOISE ID)

ID

08/01/2011 - 12/10/2012

CASCADE FINANCIAL MANAGEMENT, INC. (MERIDIAN ID)

CA

06/21/2007 - 09/10/2009

BROKERSXPRESS LLC (BAKERSFIELD CA)

CA

07/12/2002 - 06/23/2007

SECURITIES AMERICA, INC. (BAKERFIELD CA)

CA

04/30/2001 - 08/09/2002

BROOKSTREET SECURITIES CORPORATION (SAN JUAN CAPISTRANO CA)

NY

05/15/2000 - 05/09/2001

AXA ADVISORS, LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 08/07/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/05/2002

Series 24 - General Securities Principal Examination

BC

Issued 05/11/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian James Wiley.
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