John Halliburton, financial advisor Mount Pleasant SC

John Halliburton

CRD Number: 4070116
Current Firm: Apollon Wealth Management, LLC

John Halliburton (CRD# 4070116) is an Investment Advisor Representative working at Apollon Wealth Management, LLC in Mount Pleasant, SC and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Apollon Wealth Management Dba Catalyst Apollon Atlanta, GA May 2023 - Current 1
Purshe Kaplan Sterling Investments Albany, NY Jan 2023 - Current 1
Catalyst Wealth Management, LLC Atlanta, GA Apr 2018 - Dec 2023 5
Catalyst Advisors Financial Group, LLC Suwanee, GA Dec 2008 - May 2023 14
Insurance Sales Atlanta, GA May 2008 - May 2023 15
Kalos Capital, Inc. Alpharetta, GA Nov 2015 - Oct 2022 6
Kalos Management, LLC Alpharetta, GA Nov 2015 - Jul 2018 2
Lpl Financial LLC Chamblee, GA Sep 2015 - Nov 2015 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1999
S65 NASAA Investment Advisors Law Examination Dec 1999
S66 NASAA Uniform Combined State Law Examination Oct 2015
Contact Info for John C. Halliburton
Phone Number: 843-579-0018
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    5,520
    MILLIONS
  • Total Number of Accounts
    15,301
    ACCOUNTS
  • Average Account Value
    $360,738
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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