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Kim Marie Martin

Apollon Wealth Management, LLC

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About Kim Marie Martin

Kim Marie Martin is a financial advisor registered with Apollon Wealth Management, LLC. Kim has been in the industry since May 6, 1995. Kim holds Series 7, 8, 9, 10, 63 and SIE licenses. Kim has experience working with Deutsche Bank Securities Inc, Raymond James & Associates, Inc, and other financial institutions.

Firm Information

Kim Martin 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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Kim Martin’s Registration & Firm History

SC

08/21/2020 - Present

Apollon Wealth Management, LLC (MOUNT PLEASANT SC)

GA

09/06/2016 - 08/03/2020

RAYMOND JAMES & ASSOCIATES, INC. (Atlanta GA)

GA

06/07/2013 - 09/06/2016

DEUTSCHE BANK SECURITIES INC. (ATLANTA GA)

GA

03/30/2012 - 06/17/2013

PURSHE KAPLAN STERLING INVESTMENTS (ATLANTA GA)

GA

10/15/2010 - 04/03/2012

FSC SECURITIES CORPORATION (ATLANTA GA)

GA

03/20/2009 - 10/13/2010

OPPENHEIMER & CO. INC. (ATLANTA GA)

GA

08/31/2007 - 03/18/2009

STANFORD GROUP COMPANY (ATLANTA GA)

GA

06/30/2005 - 09/05/2007

SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)

GA

02/14/2003 - 06/30/2005

SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)

NY

10/07/1998 - 02/20/2003

MORGAN STANLEY DW INC. (PURCHASE NY)

FL

04/18/1995 - 10/13/1998

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

BC

Issued 11/13/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 08/26/1998

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/17/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kim Marie Martin.
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