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Henry Hungerford spooner Phillips

Investment adviser representative at Advocacy Wealth Management, LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$3.2BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

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.

  1. Advocacy Wealth Management, LLCAug 2026 to now
  2. Forge Consulting LLCOct 2022 to now
  3. Ernst & YoungJul 2021 to Oct 2022
  4. Northwestern MutualJul 2020 to Jul 2021
  5. Blasingame Burch Garrard & Ashley PcAug 2018 to Dec 2018
  6. University of GeorgiaMay 2017 to May 2021
  7. Hart Co High SchoolAug 2014 to May 2017

Designations

  • CFP® certification

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 2 states (GA, TX).

Advocacy Wealth Management, LLC

$3.2BAssets managed
1,720Clients
30Advisers
13 yearsIn 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
7292821
Firm CRD
141943
Advisor's SEC record (opens in a new tab)
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