David Palkovitz (CRD# 6225465) is an Investment Advisor Representative working at Apollon Wealth Management, LLC in Augusta, GA and has over 9 years of experience in the finance industry. David Palkovitz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2693083
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4316881
Stifel, Nicolaus & Company, Incorporated
CRD# 5101699
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Apollon Wealth Management, LLC | Augusta, GA | Feb 2020 - Current | 4 |
| Janney Montgomery Scott LLC | Columbia, SC | May 2015 - Feb 2020 | 4 |
| Jhs Capital Advisors, LLC | Tampa, FL | Oct 2014 - May 2015 | < 1 |
| New York Life Insurance | Seven Hills, OH | Jul 2013 - Oct 2014 | 1 |
| Nylife Securities LLC | Seven Hills, OH | Jul 2013 - Oct 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2014 |
- GA
- SC
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Total Assets Under Management5,520MILLIONS
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Total Number of Accounts15,301ACCOUNTS
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Average Account Value$360,738
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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