AC
CFP · ChFC
AC
CFP · ChFC

Anthony Raymond Case

14 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
115 advisors
Number of Clients
6,762 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$7.7B

Fee Structure

Minimum Investment:$250K
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Location

111 Coleman Blvd, Suite 402, Mount Pleasant, SC, 29464

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Anthony sells insurance products, dedicating about 10-20% of his time to this activity. He also has a 10% ownership stake in a real estate rental property since 2009, which is investment-related and takes about 10-20% of his time.

Employment History
Current Registrations
Apollon Wealth Management, LLC
March 2018 - Present · 7 yrs 11 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
May 2014 - September 2016 · 2 yrs 4 mos
Northwestern Mutual Investment Services, LLCBroker
April 2011 - March 2018 · 6 yrs 11 mos
State Registrations5 states
FLGANCSCTX
Advisor
Exams
No exam information available for this advisor.