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John Callaway Halliburton

Apollon Wealth Management, LLC

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About John Callaway Halliburton

John Callaway Halliburton is a financial advisor with Apollon Wealth Management, LLC, based in Mount Pleasant, South Carolina. John has been in the industry since 1999 and has a wide range of experience in providing financial advice to individuals and families. John is also an insurance agent and can provide advice on fixed life and annuity products. John provides various services including financial planning, investment management, and insurance advice. John has worked for several other firms in the past, including LPL Financial LLC and KALOS CAPITAL, INC. John is committed to helping clients achieve their financial goals.

Firm Information

John Halliburton 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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John Halliburton’s Registration & Firm History

SC

05/08/2023 - Present

Apollon Wealth Management, LLC (MOUNT PLEASANT SC)

GA

10/27/2023 - 11/30/2023

PURSHE KAPLAN STERLING INVESTMENTS (Atlanta GA)

GA

01/23/2023 - 10/27/2023

PURSHE KAPLAN STERLING INVESTMENTS (Atlanta GA)

GA

11/30/2015 - 09/30/2022

KALOS CAPITAL, INC. (Atlanta GA)

GA

09/10/2015 - 12/16/2015

LPL FINANCIAL LLC (CHAMBLEE GA)

GA

12/09/1999 - 10/22/2001

THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 10/12/2015

Series 66 - Uniform Combined State Law Examination

IA

Issued 12/23/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/16/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/10/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Callaway Halliburton.
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