Unclaimed Profile

Thomas Marion Johnson

ADVOCACY WEALTH MANAGEMENT, LLC·ATLANTA, Georgia

SIE, Series 5, Series 7, Series 24, Series 53, Series 55, Series 63, Series 65Clean record17 years registeredADVOCACY WEALTH MANAGEMENT, LLC

3350 RIVERWOOD PARKWAY, ATLANTA, GA 30339-6401CRD# 811554Firm CRD# 141943

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Thomas Marion Johnson · ATLANTA, GA

Registration

CRD #811554 · ADVOCACY WEALTH MANAGEMENT, LLC · 17 years registered

Brand Profile

Not yet started

Career History

ADVOCACY WEALTH MANAGEMENT, LLC

Mar 2012 – present

CERTUS INVESTMENT ADVISORS, LLC

Oct 2011 – Sep 2014

ATLANTA, GA

SAGE CAPITAL HOLDINGS, LLC

Mar 2011 – Nov 2013

ATLANTA, GA

FIRST LEGACY SECURITIES, LLC

Jun 2009 – Apr 2010

HELENA, AL

Registrations & Exams

FINRA examinations passed

SIE

Series 5

Series 7

Series 24

Series 53

Series 55

Series 63

Series 65

Registration record

First registered · June 1, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ADVOCACY WEALTH MANAGEMENT, LLC

CRD 141943 · SEC 801-77677

AUM

$1.7B

Regulatory assets under management

Employees

1,715 client accounts

Services offered by ADVOCACY WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at ADVOCACY WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Thomas Marion Johnson offer?

Thomas Marion Johnson specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in ATLANTA, Georgia for a consultation.

What are Thomas Marion Johnson's credentials?

Thomas Marion Johnson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas Marion Johnson located?

Thomas Marion Johnson is based in ATLANTA, Georgia, working with ADVOCACY WEALTH MANAGEMENT, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Thomas Marion Johnson charge for services?

Thomas Marion Johnson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ADVOCACY WEALTH MANAGEMENT, LLC?

ADVOCACY WEALTH MANAGEMENT, LLC has approximately 30 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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