How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

GET TO KNOW Christopher

ADVISOR PROFILE

Services Offered
Retirement Planning
Tax Planning
Insurance Planning
Investment Planning
Estate Planning

APOLLON WEALTH MANAGEMENT; POSITION: ADVISOR; NATURE: SEC-REGISTERED INVESTMENT ADVISER; INVESTMENT RELATED; 160 HRS/MONTH; 40 HRS DURING TRADING; 5400 LAUREL SPRINGS PARKWAY, SUITE 203, SUWANEE, GA 30024; START DATE: 5/04/2023; DESCRIPTION: FINANCIAL ADVICE || CATALYST TAX MANAGEMENT; NON-INVESTMENT RELATED; 2825 Strathmore Drive, Cumming, GA 30041; PRESIDENT; TAX PREPARATION, CPA AND BOOKKEEPING; START: 10/03; 5 HRS A MONTH. || AXIOM HOLDINGS LLC; INVESTMENT RELATED; PERSONAL RESIDENCE; REAL ESTATE INVESTING; RENTAL PROPERTIES; OWNER; 2 HRS A MONTH. || OHIO NATIONAL LIFE INSURANCE COMPANY; INVESTMENT RELATED; 3525 PIEDMONT ROAD, SUITE 6-420, ATLANTA, GA 303054; AGENT; START: 10/12; 3 HRS A MONTH. || GUARDIAN LIFE INSURANCE COMPANY; INVESTMENT RELATED; 3525 PIEDMONT ROAD, SUITE 6-420, ATLANTA, GA 303054; AGENT; START: 10/10; 1 HR A MONTH. || MASS MUTUAL LIFE INSURANCE COMPANY; INVESTMENT RELATED; 3525 PIEDMONT ROAD, SUITE 6-420, ATLANTA, GA 303054; AGENT; START: 10/09; 1 HR A MONTH. || ASH BROKERAGE; POSITION: AGENT; NATURE: LIFE INSURANCE AGENT; INVESTMENT RELATED; NUMBER OF HOURS: 5; SECURITIES TRADING HOURS: 5; START DATE: 01/01/2016; 3525 PIEDMONT ROAD, SUITE 6-420, ATLANTA, GA 303054, DESCRIPTION: RECOMMENDING INSURANCE SOLUTIONS TO CLIENTS -- LIFE, HEALTH, DI AND LTC. || ADVISORS EXCEL; POSITION: AGENT; NATURE: BUSINESS OF INSURANCE; INVESTMENT RELATED; NUMBER OF HOURS: 5; SECURITIES TRADING HOURS: 5; START DATE: 05/15/2017; 3525 PIEDMONT ROAD, SUITE 6-420, ATLANTA, GA 303054; DESCRIPTION: INSURANCE AND ANNUITY MARKETING/SALES. || IMPACT PARTNERSHIP; POSITION: Agent NATURE: Impact Partnership is a fixed annuity sales & marketing FMO andI am a sales agent. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 06/01/2019 ADDRESS: 3550 George Busbee Parkwat, Kennesaw GA 30144, United States DESCRIPTION: Research Fixed annuities for clients and propose to existing and prospect clients suitable annuities that make sense based on client's personal goals and objectives.

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

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Christopher David Pullaro

Experience: 20 years / 7 firms

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