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Gavin Dooley

Advisor at Apollon Wealth Management, LLC

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Apollon Wealth Management, LLC logo

Firm

Apollon Wealth Management, LLC

Location

Mount Pleasant, SC 29464

Credentials

Series 66

Industry experience

5 years

About

Gavin Dooley is a financial advisor at Apollon Wealth Management, LLC with five years of industry experience. He holds a Series 66 designation and has worked at firms including PKS Investments, CETERA Advisor Networks LLC, Commonwealth, and Minnesota Life Insurance Company. Outside of advising, he has ownership in Mill Overlook Financial, a holding company for managing revenue and expenses related to securities business activities. Apollon Wealth Management serves a diverse client base including individuals, families, trusts, businesses, and charitable organizations. The firm offers comprehensive advisory services with a combined centrally managed and local portfolio oversight approach, utilizing both fundamental and tactical investment strategies alongside tax-aware tools and alternative investment options.

Client services

Based on Apollon Wealth Management, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Apollon Wealth Management, LLC

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Liquidity event planning

Occupation focus

Based on Apollon Wealth Management, LLC

Founder/Business Owner Executive

Fee options

Fixed

Financial planning fees typically start at $5,000 and can exceed $50,000, charged as one-time fixed fee or annual fixed fee.

Commissions

Certain IARs may receive commissions for insurance product sales; also registered representatives receive commissions and 12b-1 fees separately from advisory fees.

Other

Account minimum: $250,000 (may be waived or reduced at Advisor’s sole discretion)

Location

111 Coleman Blvd, Suite 402

Mount Pleasant, SC 29464

Most active in

South Carolina · Texas

Work history

PKS Investments

2025 - Present (1 year)

Apollon Wealth Management

2024 - Present (2 years)

CETERA Advisor Networks LLC

2023 - 2024 (1 year)

Cetera

2023 - 2024 (1 year)

Commonwealth

2020 - 2024 (4 years)

Minnesota Life Insurance Company

2020 - 2023 (3 years)

Securian Financial Services

2020 - 2023 (3 years)

21st Mortgage

2019 - 2020 (1 year)

Full Service BBQ

2019 - 2019 (1 year)

Career Center Ambassador

2018 - 2019 (1 year)

Pilot Flying J

2018 - 2018 (1 year)

Maryville College

2016 - 2020 (4 years)

Unemployed

2016 - 2016 (1 year)

Woodward Academy

2010 - 2016 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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