Advisory Services Network

Advisory Services Network (CRD# 146051) is a financial advisory firm headquartered in Atlanta, GA. They manage $1,100,198,251 in 5,858 accounts and serve the financial needs of clients across 30 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,100
    MILLION
  • Total Number of Accounts
    5,858
    ACCOUNTS
  • Average Account Value
    $187,811
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MA, ME, MI, MS, MT, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WI

Financial Advisors at Advisory Services Network
Showing 1 - 10 of 106 top financial advisors.
1
Joshua M. Slocum
CRD#: 4919492
3300 Cahaba Rd., Birmingham, AL 35223
101
Wealthminder
score

Joshua Slocum (CRD# 4919492) is an Investment Advisor Representative working at Advisory Services Network in Birmingham, AL and has over 12 years of experience in the finance industry. Joshua Slocum has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Christopher E. Baker
CRD#: 5599886
Indianapolis, IN
96
Wealthminder
score

Christopher Baker (CRD# 5599886) is an Investment Advisor Representative working at Advisory Services Network in Indianapolis, IN and has over 9 years of experience in the finance industry. Christopher Baker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
John R. Campbell
CRD#: 1950448
1800 2nd St., Suite 750, Sarasota, FL 34236
96
Wealthminder
score

John Campbell (CRD# 1950448) is an Investment Advisor Representative working at Advisory Services Network in Sarasota, FL and has over 18 years of experience in the finance industry. John Campbell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Robert B. Cannon
CRD#: 2748195
2108 South Boulevard, Suite 200, Suite 200, Charlotte, NC 28203
96
Wealthminder
score

Robert Cannon (CRD# 2748195) is an Investment Advisor Representative working at Advisory Services Network in Charlotte, NC and has over 21 years of experience in the finance industry. Robert Cannon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Alan K. Chuang
CRD#: 4773162
Pasadena, CA
96
Wealthminder
score

Alan Chuang (CRD# 4773162) is an Investment Advisor Representative working at Advisory Services Network in Pasadena, CA and has over 14 years of experience in the finance industry. Alan Chuang has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Caterina M. Defalco
CRD#: 2297836
900 Wilshire Dr #202, Troy, MI 48084
96
Wealthminder
score

Caterina Defalco (CRD# 2297836) is an Investment Advisor Representative working at Advisory Services Network in Troy, MI and has over 25 years of experience in the finance industry. Caterina Defalco has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
John C. Downing
CRD#: 1227358
6600 Peachtree Dunwoody Rd., Embassy Row 600, Suite 575, Atlanta, GA 30328
96
Wealthminder
score

John Downing (CRD# 1227358) is an Investment Advisor Representative working at Advisory Services Network in Atlanta, GA and has over 26 years of experience in the finance industry.

8
Craig R. Falkner
CRD#: 4496734
301 Water St, Eau Claire, WI 54701
96
Wealthminder
score

Craig Falkner (CRD# 4496734) is an Investment Advisor Representative working at Advisory Services Network in Eau Claire, WI and has over 10 years of experience in the finance industry.

9
Jonathan D. Fike
CRD#: 2708157
6600 Peachtree Dunwoody Rd., Embassy Row 600, Suite 575, Atlanta, GA 30328
96
Wealthminder
score

Jonathan Fike (CRD# 2708157) is an Investment Advisor Representative working at Advisory Services Network in Atlanta, GA and has over 22 years of experience in the finance industry.

10
Eric C. Garrard
CRD#: 4389151
402 Wall Street, Suite 63, Valparaiso, IN 46383
96
Wealthminder
score

Eric Garrard (CRD# 4389151) is an Investment Advisor Representative working at Advisory Services Network in Valparaiso, IN and has over 16 years of experience in the finance industry. Eric Garrard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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