Joseph M. Prisco, Jr. CFP^®

JD,

Advocacy Financial, LLC

212 Park Place
Covington, LA 70433

FINANCIAL ADVISOR'S WEBSITE

www.advocacyfinancial.com

(888) 787-4590 CONNECT WITH Joseph

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Mr. Prisco may be compensated by client(s) through various mutually agreed upon arrangements, including but not limited to, fee for assets under management, fixed-fee for services, and commissions for securities and insurance business.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$150,000

My Links

Advocacy Financial, LLC

General

Joseph Prisco is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Advocacy Financial, LLC in Covington, LA and the surrounding communities.

Financial Advisor Overview

As the firm name implies, Advocacy Financial's mission is to truly be our clients' financial advocate, working to help manage, organize, and simplify their financial and risk management affairs in such a way that seeks to maximizes their resources and lead to sustainable solutions. We offer customized services that strive to provide clients an optimal path for asset accumulation, preservation, and transfer of value. Our objective is to repeatedly earn our role through clear and informative counsel that efficiently furthers clients' unique objectives.

Financial Advisor Experience

Helping to manage and optimize clients' financial and legal affairs. Financial advising since 2005.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Admitted to Bar

Insurance Licenses

Life insurance: Louisiana
Fixed annuities
Variable annuities: Louisiana

Broker-Dealer Affiliation

Purshe Kaplan Sterling Investments

Broker-Dealer Disclaimer

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™. Investment Advisory Services offered through Advocacy Financial, LLC. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Advocacy Financial and are not affiliated companies. Legal and tax services are not offered through these companies.

FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Limited Partnerships, Mutual Funds, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth, Special Needs, Women's Finances