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Financial ADVSR advisor directory · SEC adviser records

Advocate Investing Services financial advisors in Woodbine, MD

Every SEC-registered investment adviser representative at a Advocate Investing Services office in Woodbine, A to Z.

The short answer

5 registered advisors work at Advocate Investing Services in Woodbine, out of 5 at the firm nationwide; it ranks number 1 in the city by advisors. 2 list the CFP designation and 4 are also registered broker representatives.

Advocate Investing Services advisors in Woodbine, A to Z

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Questions

How many financial advisors does Advocate Investing Services have in Woodbine?

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

Is Advocate Investing Services one of the largest advisor employers in Woodbine?

Advocate Investing Services ranks number 1 in Woodbine by registered advisors, ahead of every other firm.

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

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. Weighing a move? Compare payouts by firm or value a recruiting offer.