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Brian Timothy Pierce

Apollon Wealth Management, LLC

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About Brian Timothy Pierce

Brian Timothy Pierce is an investment advisor representative who has been in the financial industry since 2009. Brian is registered with Apollon Wealth Management, LLC in Georgia. Brian is also registered with the following states: Alabama, Alaska, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Michigan, Minnesota, Nevada, North Carolina, Oklahoma, South Carolina, Texas, and Virginia. Brian previously worked at KALOS CAPITAL, INC. and Triad Advisors, Inc. Brian is a wealth advisor with a focus on financial planning, pension consulting, and portfolio management for individuals and pooled investment vehicles.

Firm Information

Brian Pierce 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 Pierce’s Registration & Firm History

GA

05/08/2023 - Present

Apollon Wealth Management, LLC (Atlanta GA)

GA

11/09/2015 - 10/03/2022

KALOS CAPITAL, INC. (Atlanta GA)

GA

09/28/2011 - 11/12/2015

TRIAD ADVISORS, INC. (SUWANEE GA)

GA

12/23/2009 - 10/05/2011

MML INVESTORS SERVICES, LLC (ATLANTA GA)

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Licenses & Designations

IA

Issued 11/08/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/21/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/23/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/21/2013

Series 7 - General Securities Representative Examination

BC

Issued 12/22/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Timothy Pierce.
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