Isis
Waites
Advocacy Wealth Management, LLC
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About this Advisor
Isis Waites is a financial advisor based in Atlanta, Georgia, working with Advocacy Wealth Management, LLC. Isis has previously held positions at Aerotek, The Henry, Tilted Kilt, American Airlines, Phoenix Collegiate Academy, Applebees, Cheddar's Casual Dining, Stephen F. Austin State University, Full Time Student, Assetmark Brokerage, LLC, Assetmark Financial, Inc, Polaris Wealth Management, Polaris Wealth Management, LLC, ABG Financial Services, Inc, and Advocacy Wealth Management, LLC. Isis has passed the Series 66 regulatory exam and is registered to provide services in Georgia. Currently, Isis is part of Advocacy Wealth Management, LLC, which operates out of Atlanta, Georgia. The firm has 4 offices and 30 employees. The firm manages assets totaling $1.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. The fee structure at Advocacy Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Advocacy Wealth Management, LLC Brokerage Details
$1,723,821,312
30
1,715
$1,005,144
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Isis Waites Work History
Advocacy Wealth Management, LLC
Abg Financial Services, Inc
Polaris Wealth Management
Polaris Wealth Management, LLC
Assetmark Brokerage, LLC
Assetmark Financial, Inc
Aerotek
The Henry
Tilted Kilt
American Airlines
Phoenix Collegiate Academy
Cheddar'S Casual Dining
Applebees
Stephen F. Austin State University
Full Time Student
Disclosures
Please visit the SEC profile of Isis Waites to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Advocacy Wealth Management, LLC
Atlanta, GA
Columbia, SC
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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