William Yex
Investment adviser representative at Apollon Wealth Management, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$11.6BFirm assets
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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
13 years in the industry.
- Apollon Wealth Management, LLCJun 2025 to now
- Lion Street AdvisorsOct 2024 to May 2025
- Lion Street FinancialOct 2024 to May 2025
- Guardian Life InsuranceApr 2024 to Sep 2024
- Park Avenue SecuritiesApr 2024 to Sep 2024
- Alphastar Capital Management, LLCFeb 2023 to Mar 2024
- Ameriprise Financial Services, LLCApr 2022 to Jan 2023
- Bishop Financial PartnersApr 2022 to Jan 2023
- The Vanguard Group, Inc.Jun 2021 to Mar 2022
- Waddell and ReedAug 2020 to Dec 2020
- Valuant FinancialJan 2020 to Jun 2020
- Boger Law FirmMay 2019 to Sep 2020
- Seabreeze MarinaMay 2018 to Aug 2018
- University of South CarolinaAug 2017 to May 2021
- Spartanburg High SchoolAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (SC).
Apollon Wealth Management, LLC
$11.6BAssets managed
8,389Clients
144Advisers
8 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
- 7389107
- Firm CRD
- 291902