Advisor at Advocacy Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Advocacy Wealth Management, LLC
Location
Hartwell, GA 30643
Credentials
Series 65
Industry experience
11 years
Advocacy Wealth Management, LLC
2021 - Present (5 years)
Armís Advisers LLC
2018 - 2021 (3 years)
Advocacy Wealth Management Services
2013 - 2018 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Lavonia, GA
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Hartwell, GA
Edward Jones
Series 65, Series 66
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Summit Wealth Group
Series 63, Series 65
Bowersville, GA
Oppenheimer
Series 63, Series 66
Lavonia, GA
Creative Financial Designs, Inc.
Series 63, Series 65
Hartwell, GA
Equity Services, inc.
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