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Parker Brooks Manson

Investment adviser representative at Advocacy Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
$3.2BFirm assets
13 yearsFirm 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Advocacy Wealth Management, LLCApr 2026 to now
  2. Austin Wealth Management, LLCMar 2025 to Apr 2026
  3. Orion Portfolio SolutionsAug 2022 to Mar 2025
  4. Facet WealthMay 2021 to Aug 2022
  5. Capital DirectionsJul 2020 to May 2021
  6. Georgia State UniversityAug 2018 to Dec 2020
  7. JP Morgan ChaseMay 2018 to Jul 2020
  8. Atlanta Athletic ClubAug 2015 to Jul 2018
  9. University of North GeorgiaAug 2015 to May 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 1 state (GA).

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
7664737
Firm CRD
141943
Advisor's SEC record (opens in a new tab)
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