A complete list of active advisors currently associated with Advocate Investing Services

Warmer can help you find a great advisor at Advocate Investing Services or one who fits your needs even better.

Advocate Investing Services is a four-advisor firm that provides discretionary and non-discretionary portfolio management, financial planning, pension consulting, and advisory consulting to individuals (including high-net-worth clients), charitable organizations, and business entities. The firm tailors strategies to client objectives and may engage third‑party sub‑advisers to manage portions of accounts. Advocate collects client goals, risk tolerances, and financial information to construct customized portfolios and conducts ongoing monitoring and rebalancing; its stated methods include fundamental, technical, cyclical analysis, and modern portfolio theory. Implementation can range from long‑term buy-and-hold to shorter‑term trading and may involve margin and option strategies when appropriate for a client’s objectives. What distinguishes Advocate from many peers is its explicit use of derivatives and market‑linked instruments — including options, futures, structured products, and PIPEs — within separately managed accounts, a capability that the firm highlights in its disclosure. The brochure also discloses that advisors are registered representatives of LPL Financial and licensed insurance agents (with related commission and custody arrangements and rollover incentives), a set of affiliations and compensation practices clients should consider in conjunction with the firm’s use of more complex instruments.

To learn more about the advisors currently working at Advocate Investing Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.