Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Nathan Parkey is a registered investment advisor representative with Advocacy Wealth Management, LLC. William has been in the industry since 2014 and holds the Series 65 license. William specializes in providing financial planning, selection of other advisors, and portfolio management for individuals and pooled investment vehicles. William's previous experience includes positions at Panoptic Financial Group, LLC, Panoptic Insurance Group, LLC, Meridian Wealth Management, LLC, and Zipliens, LLC. William is also the Managing Partner of Panoptic Settlement Solutions, LLC, and a Managing Member of Zip Solutions, LLC - DBA FileFilter.
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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KY
09/16/2024 - Present
Advocacy Wealth Management, LLC (Somerset KY)
Active
Inactive
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