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Brandon Jay Henry

Advocacy Wealth Management, LLC

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About Brandon Jay Henry

Brandon Jay Henry is a financial advisor with Advocacy Wealth Management, LLC, registered with the state of North Carolina. Brandon has been in the financial services industry since 2001, with experience at a variety of firms including LPL Financial LLC, TIAA-CREF Individual & Institutional Services, LLC, and Northwestern Mutual Investment Services, LLC. Brandon specializes in Financial Planning, Portfolio Management for Individuals, and Portfolio Management for Pooled Investment Vehicles.

Firm Information

Brandon Henry is currently registered with Advocacy Wealth Management, LLC. Advocacy Wealth Management, LLC is an Atlanta, GA-based registered investment advisor with over $1.7 billion in regulatory assets under management. The firm specializes in providing financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisors. Advocacy Wealth Management serves a variety of client types, including high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and corporations or other businesses.
Advocacy Wealth Management, LLC

3455 PEACHTREE ROAD NE

ATLANTA, GA 30326-3280

$1.72B

Assets Under Management

20

Total Clients

21

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brandon Henry’s Registration & Firm History

NC

04/07/2022 - Present

Advocacy Wealth Management, LLC (Mooresville NC)

SC

02/26/2019 - 01/31/2022

LPL FINANCIAL LLC (FORT MILL SC)

NC

10/30/2007 - 09/26/2018

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)

WI

10/25/2002 - 01/10/2006

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

GA

07/12/2001 - 04/10/2002

WMA SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

BOTH

Issued 03/18/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/31/2024

Series 24 - General Securities Principal Examination

BC

Issued 01/31/2024

Series 7TO - General Securities Representative Examination

BC

Issued 09/26/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/11/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brandon Jay Henry.
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