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Luke Dillon

Apollon Wealth Management, LLC

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About Luke Dillon

Luke Dillon is a registered investment advisor representative with Apollon Wealth Management, LLC. Luke has been in the securities industry for over 10 years and has experience working with high-net-worth individuals, families, and businesses. Luke also has experience with pooled investment vehicles. Luke's previous experience includes working at Raymond James & Associates, Inc., UBS Financial Services Inc. and Morgan Stanley.

Firm Information

Luke Dillon 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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Luke Dillon’s Registration & Firm History

CA

08/08/2022 - Present

Apollon Wealth Management, LLC (REDONDO BEACH CA)

CA

11/13/2015 - 08/10/2022

RAYMOND JAMES & ASSOCIATES, INC. (BEVERLY HILLS CA)

CA

05/06/2013 - 12/01/2015

UBS FINANCIAL SERVICES INC. (CENTURY CITY CA)

NY

03/14/2013 - 04/10/2013

MORGAN STANLEY (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 05/29/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/13/2013

Series 7 - General Securities Representative Examination

BC

Issued 05/02/2011

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Luke Dillon.
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