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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Andrew Havasy is an Investment Advisor Representative registered with Advocacy Wealth Management, LLC, headquartered in Atlanta, Georgia. Joseph Andrew Havasy has been active in the industry since January 2015. Joseph Andrew Havasy is a registered Investment Advisor Representative in the state of Georgia and has passed the Series 65 exam. Joseph Andrew Havasy has specialized in providing financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. Advocacy Wealth Management, LLC has 20 employees and 1715 clients. The firm's total assets under management are approximately $1,723,821,312.
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
04/24/2019 - Present
Advocacy Wealth Management, LLC (ATLANTA GA)
IA
Issued 04/23/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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