Joseph Parker Degeorge
Investment adviser representative at Advisory Advocates LLC
12 yearsExperience
1 stateRegistered in
$158.6MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Durant Community School DistrictDec 2020 to now
- Advisory Advocates, LLCSep 2020 to now
- Investment Consulting Group IncDec 2019 to Sep 2020
- Luminist Capital, LLCMay 2019 to Dec 2019
- Innovative Investment SolutionsJan 2016 to Dec 2019
- Money Concepts Capital CorpJul 2014 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (IA).
Advisory Advocates LLC
$158.6MAssets managed
249Clients
7Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5006212
- Firm CRD
- 284100