Parker Josiah Troutner
Investment Adviser Representative at Woodstock Wealth Management, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Parker Josiah Troutner is an investment adviser representative with Woodstock Wealth Management, Inc. in Willis, TX, where they have been registered since 2023. They have worked in the securities industry since 2016 and were previously registered with AWM Financial Services Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Louisiana and Texas.
Registrations & licenses
- Investment adviser:
- Louisiana, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- AXA Advisors, LLCOct 2016 – Apr 2018New York, NY
- AWM Financial Services Inc. DBA Allied Wealth ManagementMay 2018 – Aug 2023The Woodlands, TX
- Woodstock Wealth Management, Inc.Aug 2023 – no end date reportedWoodstock, GA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Woodstock Wealth Management, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Performance-based fees
- Firm account minimum
- $25,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 26
- Offices listed on AdvisorFinder:
- 13
- Main office:
- Woodstock, GA
- SEC file number:
- 801-112663
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 1, 2026
View full firm profileOther advisors at Woodstock Wealth Management, Inc.
Showing 12 of 26 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Parker Josiah Troutner has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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