Julia Francis (CRD# 6502210) is an Investment Advisor Representative working at Apollon Wealth Management, LLC in Columbus, GA and has over 6 years of experience in the finance industry.
CRD# 2149513
Stifel, Nicolaus & Company, Incorporated
CRD# 5425494
Truist Advisory Services, Inc.
CRD# 5809837
Synovus Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Apollon Wealth Management, LLC | Charleston, SC | Mar 2022 - Current | 2 |
| Massmutual Life Insurance Co | Raleigh, NC | Sep 2021 - Mar 2022 | < 1 |
| Mml Investor Services | Raleigh, NC | Sep 2021 - Mar 2022 | < 1 |
| Aafmaa | Reston, VA | Oct 2019 - Oct 2021 | 2 |
| First Command Advisory Services | Fayetteville, NC | May 2018 - Oct 2019 | 1 |
| First Command Financial Planning, Inc. | Fayetteville, NC | May 2018 - Oct 2019 | 1 |
| Axa Advisors, LLC | Houston, TX | Jun 2017 - May 2018 | < 1 |
| Unemployed | Houston, TX | Jun 2017 - Dec 2017 | < 1 |
| Baylor University | Waco, TX | Jun 2012 - May 2017 | 4 |
| Critical Capabilities | Fayetteville, NC | Jun 2015 - Aug 2015 | < 1 |
| Katy Stevick, Financial Advisor | Fayetteville, NC | Jun 2015 - Aug 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2017 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- GA
-
Total Assets Under Management5,520MILLIONS
-
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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