Parker Troutner has been an investment adviser representative at Woodstock Wealth Management since August 2023, and is not listed among the firm’s executive officers or direct owners.
Woodstock Wealth Management, Inc. is a Woodstock, GA firm with $727M under management, 1,586 clients and 26 advisers across 26 offices, as of its April 2026 filing.
Parker Troutner’s longest registration was 5 years at Awm Financial Services Inc. (2018–2023). Before joining Woodstock Wealth Management in 2023, Parker Troutner was registered through Awm Financial Services Inc.
- – present · 3 yearsAdviser representative · Firm CRD 283472
- Awm Financial Services Inc.– · 5 yearsThe Woodlands, TX · Adviser representative · Firm CRD 144351
Investment adviser representative registrations
Parker Troutner is registered as an investment adviser representative in 2 states. Each was approved in August 2023.
- LouisianaSince 23 August 2023
- TexasSince 23 August 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 May 2018 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 16 November 2016 |
| Series 7 | General Securities Representative Examination | 13 October 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Parker Josiah Troutner
- CRD
- 6685136
- Firm
- Woodstock Wealth Management · CRD 283472
- Registration
- Investment adviser registration
- In the industry since
- November 2016
- Disciplinary history
- Not yet shown here · SEC record
Where does Parker Troutner work?
Parker Troutner is an investment adviser representative registered through Woodstock Wealth Management, Inc. since August 2023, and is not listed among the firm’s executive officers or direct owners.
Is Parker Troutner a financial advisor?
Yes. Parker Troutner has a current investment-adviser registration in Louisiana and Texas, through Woodstock Wealth Management since August 2023.
How many years of experience does Parker Troutner have?
Parker Troutner has 9 years in the financial industry, since November 2016, across 2 adviser firms.
What exams has Parker Troutner passed?
Parker Troutner has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in October 2016. FINRA credited Parker Troutner with the SIE, which began in October 2018.
Is Parker Troutner registered with FINRA?
No. Parker Troutner has no current broker registration.
How can I verify Parker Troutner’s record?
Search CRD 6685136 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Parker Troutner’s full registration record.