Advocate Investing Services
Advocate Investing Services (CRD# 273035) is a financial advisory firm headquartered in Woodbine, MD. They manage $129,679,305 in 310 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management130MILLION
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Total Number of Accounts310ACCOUNTS
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Average Account Value$418,320
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
DC, FL, MD, TX, VA
Richard Andrews (CRD# 2735508) is an Investment Advisor Representative working at Advocate Investing Services in Woodbine, MD and has over 26 years of experience in the finance industry.
Joseph Gallagher (CRD# 2516132) is an Investment Advisor Representative working at Advocate Investing Services in Woodbine, MD and has over 29 years of experience in the finance industry.
Mamie Liu (CRD# 5285060) is an Investment Advisor Representative working at Advocate Investing Services in Woodbine, MD and has over 17 years of experience in the finance industry.
Stephen Koda (CRD# 7439503) is an Investment Advisor Representative working at Advocate Investing Services in Woodbine, MD and has over 2 years of experience in the finance industry.