Aymen Kaboub, financial advisor Mount Pleasant SC

Aymen Kaboub

CRD Number: 6171545
Current Firm: Apollon Wealth Management, LLC

Aymen Kaboub (CRD# 6171545) is an Investment Advisor Representative working at Apollon Wealth Management, LLC in Mount Pleasant, SC and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Apollon Wealth Management Carmel, IN Sep 2023 - Current < 1
Goldman Sachs Personal Financial Management Newport Beach, CA Oct 2017 - Sep 2023 5
Bmo Harris Financial Advisors, Inc. Indianapolis, IN Oct 2016 - Oct 2017 1
Regions Bank Carmel, IN Jul 2016 - Oct 2016 < 1
Cetera Investment Advisers LLC Carmel, IN Jul 2016 - Oct 2016 < 1
Cetera Investment Services LLC St.cloud, MN Jul 2016 - Oct 2016 < 1
Charles Schwab Bank Park Ridge, IL Mar 2014 - Jul 2016 2
Charles Schwab & Company, Inc. Park Ridge, IN Mar 2013 - Jul 2016 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2013
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Aymen Kaboub
Phone Number: 843-579-0018
Registered State(s):
  • IL
  • IN
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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