Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Jay Cowart is a financial advisor with Advocacy Wealth Management, LLC based in Atlanta, GA. Christopher has been in the financial services industry since 1997 and has extensive experience working with individuals and families. Christopher is a Certified Financial Planner™ and holds a Series 6, 7, 24, 31, 63 and 65 license. Christopher has experience providing financial planning, portfolio management for individuals and pooled investment vehicles and selection of other advisers.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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GA
03/19/2024 - Present
Advocacy Wealth Management, LLC (ATLANTA GA)
GA
09/18/2023 - 02/14/2024
DEMPSEY LORD SMITH, LLC (ATLANTA GA)
GA
09/11/2013 - 06/09/2023
TRUIST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
08/23/2012 - 08/22/2013
VALIC FINANCIAL ADVISORS, INC. (ATLANTA GA)
GA
03/12/2010 - 06/14/2012
MORGAN STANLEY SMITH BARNEY (ATLANTA GA)
GA
09/10/2001 - 01/29/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
10/21/1999 - 04/12/2001
FSC SECURITIES CORPORATION (ATLANTA GA)
NY
07/13/1999 - 02/07/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
TX
09/04/1998 - 05/12/1999
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CA
12/15/1997 - 08/07/1998
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
IA
Issued 12/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/14/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 03/25/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/10/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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