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Financial ADVSR advisor directory · SEC adviser records

Advocate Investing Services financial advisors in Maryland

Every SEC-registered investment adviser representative at a Advocate Investing Services office in Maryland, by city and A to Z.

The short answer

5 registered advisors work at Advocate Investing Services in Maryland, out of 5 nationwide; it's the firm's number 1 state by advisors, and the most are in Woodbine (5). 2 list the CFP designation and 4 are also registered broker representatives.

Advocate Investing Services advisors by city in Maryland

Every firm in Maryland →

Woodbine 5

Advocate Investing Services advisors in Maryland, A to Z

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Advocate Investing Services advisors in every state →Advocate Investing Services: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Advocate Investing Services financial advisors are in Maryland?

5 investment adviser representatives are registered at Advocate Investing Services offices in Maryland, according to the SEC's Investment Adviser Public Disclosure records, out of 5 at the firm nationwide. 2 list the CFP designation and 4 are also registered as broker representatives.

Where in Maryland does Advocate Investing Services have the most advisors?

Woodbine, with 5. Advocate Investing Services has advisors in 1 city in Maryland.

How do I check a Advocate Investing Services advisor in Maryland?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Advocate Investing Services office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.