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Paul Anthony Defrances

Apollon Wealth Management, LLC

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About Paul Anthony Defrances

Paul Anthony Defrances is a financial advisor with Apollon Wealth Management, LLC in MOUNT PLEASANT, SC. Paul has been a registered representative for over 2 years. Paul has passed the Series 66, Series 7TO, and SIE exams. Paul has experience providing financial advice to individuals, high-net-worth individuals, corporations, insurance companies, pooled investment vehicles, pension and profit sharing plans, and charitable organizations. Paul's previous employment includes Ameriprise Financial Services, LLC in Columbus, OH.

Firm Information

Paul Defrances 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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Paul Defrances’s Registration & Firm History

SC

03/21/2022 - Present

Apollon Wealth Management, LLC (MOUNT PLEASANT SC)

OH

12/11/2020 - 02/22/2022

AMERIPRISE FINANCIAL SERVICES, LLC (COLUMBUS OH)

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Licenses & Designations

BOTH

Issued 06/26/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/11/2020

Series 7TO - General Securities Representative Examination

BC

Issued 08/08/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul Anthony Defrances.
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