Robert Gorman (CRD# 4914983) is an Investment Advisor Representative working at Apollon Wealth Management, LLC in Mount Pleasant, SC and has over 19 years of experience in the finance industry. Robert Gorman 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# 1104380
Akin Investments, LLC
CRD# 1289520
Belpointe Asset Management LLC
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Ameriprise Financial Services, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Apollon Financial, LLC | Mt. Pleasant, SC | Jul 2022 - Current | 1 |
| Apollon Wealth Management, LLC | Mt. Pleasant, SC | Feb 2018 - Current | 6 |
| Apollon Insurance Group | Mt. Pleasant, SC | Feb 2018 - Current | 6 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jun 2011 - Feb 2018 | 6 |
| Northwestern Mutual Investment Services, LLC | Charleston, SC | Feb 2005 - Feb 2018 | 13 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Nov 2004 - Feb 2018 | 13 |
| Northwestern Mutual Investment Services LLC | Charleston, SC | Jan 2009 - Mar 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2009 |
- FL
- GA
- NC
- SC
- TX
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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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