Dana Greathouse (CRD# 4619600) is an Investment Advisor Representative working at Apollon Wealth Management, LLC in Mount Pleasant, SC and has over 20 years of experience in the finance industry.
CRD# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
Company Name | Location | Dates | Years |
---|---|---|---|
Apollon Wealth Management, LLC | Springfield, MO | Jan 2021 - Current | 3 |
Cascade Financial Management Inc. | Springfield, MO | May 2019 - Feb 2021 | 1 |
The Milestone Group, Inc. | Denver, CO | Mar 2016 - May 2019 | 3 |
Prospera Financial Services | Dallas, TX | Jul 2013 - Mar 2016 | 2 |
Richard Whitaker Insurance Services, Inc. | Eureka, CA | Jun 2007 - Mar 2016 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2003 |
S65 | NASAA Investment Advisors Law Examination | Oct 2012 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CO
- MO
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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
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