Parker Josiah Troutner

Woodstock Wealth Management, INC.

9 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners

Woodstock Wealth Management, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

25 advisors

Number of Clients

1,538 clients

Average Client Portfolio

$410K average

Assets Under Management

$629.9M

Fee Structure

Minimum Investment:$25K

Financial Planning:Investment management only

Location

9002 Six Pines Drive, Suite #50, Shenandoah, TX, 77380

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History

Regulatory History (1)

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Criminal

April 2025

Pending Charge

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Other Business ActivitiesSells Insurance

Parker is a sole proprietor offering non-securities insurance in Willis, Texas, since 2017. Parker dedicates minimal time to this activity.

Employment History

Current Registrations

Woodstock Wealth Management, INC.

August 2023 - Present · 2 yrs 6 mos

Previous Registrations

Awm Financial Services INC.

May 2018 - October 2023 · 5 yrs 5 mos

AXA Advisors, LLCBroker

October 2016 - April 2018 · 1 yr 6 mos

State Registrations2 states

LATX

Advisor

Exams

No exam information available for this advisor.