Harrison Edward Marks
Investment adviser representative at Advocacy Wealth Management, LLC
12 yearsExperience
2 statesRegistered in
$3.2BFirm assets
13 yearsFirm in business
Are you Harrison Edward Marks? Claim your profile
Contact this firm
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.
- Advocacy Wealth Management, LLCMar 2025 to now
- Morgan StanleyAug 2024 to Feb 2025
- Alabama Credit UnionMay 2023 to Aug 2024
- UnemployedAug 2022 to May 2023
- Coca-cola Bottling Company DecaturMay 2022 to Aug 2022
- Indian Hills Country ClubJan 2022 to Apr 2022
- University of AlabamaAug 2020 to Aug 2024
- UnemployedJan 2014 to Jan 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
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
- 7947683
- Firm CRD
- 141943