Joseph Dennis Beaudoin
Investment adviser representative at Apollon Financial, LLC
21 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$1.4BFirm assets
Are you Joseph Dennis Beaudoin? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Apollon Financial, LLCOct 2025 to now
- LPL Financial LLCOct 2025 to now
- Truist Advisory Services, Inc.Feb 2021 to Oct 2025
- Truist Investment Services, Inc.Feb 2021 to Oct 2025
- Bb&t SecuritiesApr 2018 to Feb 2021
- Bank of America,NANov 2009 to Apr 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2005 to Apr 2018
Designations
- CFA
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (SC).
Apollon Financial, LLC
$1.4BAssets managed
1,258Clients
20Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4431767
- Firm CRD
- 321217