Brandon Vincent
Brandon Vincent is a registered investment advisor at Apollon Financial, LLC, based in Greenville, SC, with 6 years of industry experience. Brandon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 1,258 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Advisory fees are negotiable and range up to 3.0% annually based on factors such as relationship size, complexity, and services rendered. Additional fees may apply for specific strategies like Direct Indexing (0.10%), sub-advisors, or LPL programs.
Fee Estimator
Location
3515 Pelham Road, Suite 100, Greenville, SC, 29615
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brandon is involved in several investment-related DBAs and LLCs, dedicating full-time hours to these activities. He also owns a real estate rental and The Sullivan Agency, which sells non-variable insurance.
Employment History
Current Registrations
Apollon Financial, LLC
LPL Financial LLCBroker
Previous Registrations
Good Life Advisors, LLC
Oakwood Capital, INC.
Oakwood Capital Securities, INC.Broker
First Command Advisory Services
First Command Brokerage Services, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Mutual of Omaha Investor Services, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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