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Parker Josiah Troutner

Woodstock Wealth Management, Inc.

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About Parker Josiah Troutner

Parker Josiah Troutner is an Investment Advisor Representative at Woodstock Wealth Management, Inc. with over 5 years of experience in the financial services industry. Parker holds Series 7, 63 and 65 licenses and a SIE designation. Parker has previously worked at AXA ADVISORS, LLC. and AWM FINANCIAL SERVICES INC. DBA ALLIED WEALTH MANAGEMENT. Parker works with individuals, high-net-worth individuals, charitable organizations and corporations, providing financial planning, selection of other advisors, and portfolio management services.

Firm Information

Parker Troutner is currently registered with Woodstock Wealth Management, Inc.. Woodstock Wealth Management, Inc. is an investment advisor based in Woodstock, Georgia. The firm manages over $511 million in assets for a variety of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth. The firm provides a range of advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors.
Woodstock Wealth Management, Inc.

250 RIVER PARK NORTH DRIVE

WOODSTOCK, GA 30188

$511.23M

Assets Under Management

5

Total Clients

25

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Parker Troutner’s Registration & Firm History

TX

08/23/2023 - Present

Woodstock Wealth Management, Inc. (Willis TX)

TX

10/13/2016 - 04/17/2018

AXA ADVISORS, LLC (HOUSTON TX)

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Licenses & Designations

IA

Issued 05/04/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/16/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/17/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/13/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Parker Josiah Troutner.
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