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William Torey Carr

Apollon Wealth Management, LLC

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About William Torey Carr

William Torey Carr is an experienced financial advisor with over 20 years of experience. William currently works at Apollon Wealth Management, LLC in Mount Pleasant, SC, where he is licensed as a Registered Representative and Investment Advisor Representative. Previously William worked at UBS Financial Services Inc. in Portland, ME. William is licensed in ten states: Connecticut, Florida, Maine, Massachusetts, New Hampshire, New Jersey, Ohio, Tennessee, and Wisconsin. William has a strong background in financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. William also serves on the board of the Maranacook Education Foundation.

Firm Information

William Carr 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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William Carr’s Registration & Firm History

SC

08/26/2021 - Present

Apollon Wealth Management, LLC (MOUNT PLEASANT SC)

ME

11/12/2004 - 09/07/2021

UBS FINANCIAL SERVICES INC. (PORTLAND ME)

MO

08/13/1999 - 11/18/2004

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 02/09/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/11/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/13/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for William Torey Carr. Review regulatory record here.
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