Andrew Kane (CRD# 2419516) is an Investment Advisor Representative working at Apollon Wealth Management, LLC in Mount Pleasant, SC and has over 30 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 |
---|---|---|---|
Purshe Kaplan Sterling Investments | Albany, NY | Feb 2021 - Current | 3 |
Apollon Wealth Management D/b/a Blue Chip Wealth Management | Miami Beach, FL | Jan 2021 - Current | 3 |
Fortune Financial Services, Inc. | Monaca, PA | Jun 2016 - Dec 2020 | 4 |
Blue Chip Wealth Mangement, Inc. | Miami Beach, FL | Sep 2015 - Dec 2020 | 5 |
International Assets Advisory LLC | Miami Beach, FL | Oct 2015 - Jul 2016 | < 1 |
Dw Advisors, Llc Dba Blue Chip Wealth Management, Inc. | Miami Beach, FL | Sep 2015 - Jan 2016 | < 1 |
Mutual Securities | Camarillo, CA | Jun 2013 - Sep 2015 | 2 |
Platinum Wealth Partners, Inc. | Miami, FL | Nov 2010 - Sep 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 1993 |
S65 | NASAA Investment Advisors Law Examination | Jan 1994 |
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- FL
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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
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