Unclaimed
Dawn Priscilla Wright is a financial advisor registered with Apollon Wealth Management, LLC in Rockville, MD and Mount Pleasant, SC. Dawn has been in the industry since 2015 and has experience in financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. Dawn is also a Certified Financial Planner. Dawn holds a Series 65 license, which allows her to provide investment advice to individuals and institutions. Dawn has been registered with the state of Maryland as an Investment Advisor Representative since August 30, 2022.
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.
1
2
MD
10/10/2024 - Present
Apollon Wealth Management, LLC (Rockville MD)
IA
Issued 08/27/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Dawn Wright is the right advisor for you? Invested Better is here to help.