linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Owen Hayes Malcolm

Apollon Wealth Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Owen? Claim Your Profile

About Owen Hayes Malcolm

Owen Malcolm is a financial advisor at Apollon Wealth Management, LLC, where Owen has been since September 2023. Owen has been in the financial industry since July 1999. Owen has a Series 63 and Series 65 license, as well as a Series 7 license. Owen also holds the designation of Certified Financial Planner. Owen is registered to provide investment advisory services in Georgia and Texas. In addition to providing investment advice, Owen is also a member of the Investment Committee at the Presbyterian Church in America Foundation.

Firm Information

Owen Malcolm 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Owen Malcolm’s Registration & Firm History

GA

09/22/2023 - Present

Apollon Wealth Management, LLC (Peachtree Corners GA)

MO

07/07/1999 - 12/15/2000

EDWARD JONES (ST. LOUIS MO)

Not sure if Owen Hayes Malcolm is right for you?

Licenses & Designations

IA

Issued 12/15/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/08/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/06/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Owen Hayes Malcolm.
Not sure if Owen Hayes Malcolm is right for you?