Advocate Investing Services

Advocate Investing Services (CRD# 273035) is a financial advisory firm headquartered in , . They manage $79,175,252 in 232 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    79
    MILLION
  • Total Number of Accounts
    232
    ACCOUNTS
  • Average Account Value
    $341,273
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MD, VA

Financial Advisors at Advocate Investing Services
Showing 1 - 4 of 4 top financial advisors.
1
Joseph R. Gallagher
CRD#: 2516132
Mount Airy, MD
96
Wealthminder
score

Joseph Gallagher (CRD# 2516132) is an Investment Advisor Representative working at Advocate Investing Services in Mount Airy, MD and has over 23 years of experience in the finance industry. Joseph Gallagher has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Mamie Y. Liu
CRD#: 5285060
10550 River Rd., Potomac, MD 20854
96
Wealthminder
score

Mamie Liu (CRD# 5285060) is an Investment Advisor Representative working at Advocate Investing Services in Potomac, MD and has over 11 years of experience in the finance industry. Mamie Liu has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Richard T. Andrews
CRD#: 2735508
Mount Airy, MD
93
Wealthminder
score

Richard Andrews (CRD# 2735508) is an Investment Advisor Representative working at Advocate Investing Services in Mount Airy, MD and has over 21 years of experience in the finance industry.

4
John R. Funderburk
CRD#: 6038544
Mount Airy, MD
81
Wealthminder
score

John Funderburk (CRD# 6038544) is an Investment Advisor Representative working at Advocate Investing Services in Mount Airy, MD and has over 5 years of experience in the finance industry.

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