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Dax Carlyle Allred

Apollon Wealth Management, LLC

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About Dax Carlyle Allred

Dax Carlyle Allred is a financial advisor at Apollon Wealth Management, LLC. Dax is a registered representative of Apollon Wealth Management, LLC. Dax has been in the financial services industry for over 16 years. Dax holds the Series 7, Series 63, Series 65, and SIE licenses. Dax specializes in providing financial planning, investment management, and retirement planning services to individuals and families. In addition to his role at Apollon Wealth Management, LLC, Dax is also a shareholder and president of Allred Family Holdings, Inc., a company that oversees the investment of corporate assets. Dax is a dedicated and experienced financial advisor committed to helping clients achieve their financial goals.

Firm Information

Dax Allred 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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Dax Allred’s Registration & Firm History

NC

04/08/2024 - Present

Apollon Wealth Management, LLC (Winston-Salem NC)

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Licenses & Designations

BC

Issued 01/26/2024

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 10/04/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/19/2023

Series 7TO - General Securities Representative Examination

BC

Issued 06/16/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Dax Carlyle Allred. Review regulatory record here.
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