Advisory Services Network
Advisory Services Network (CRD# 146051) is a financial advisory firm headquartered in Atlanta, GA. They manage $734,338,461 in 3,805 accounts and serve the financial needs of clients across 26 states (or territories).
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Total Assets Under Management734MILLION
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Total Number of Accounts3,805ACCOUNTS
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Average Account Value$192,993
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, FL, GA, IN, KY, LA, MA, ME, MI, MS, NC, NH, NJ, NY, OH, PA, SC, TN, TX, UT, VA, WI
John Campbell (CRD# 1950448) is an Investment Advisor Representative working at Advisory Services Network in Sarasota, FL and has over 17 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.
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.
Alan Chuang (CRD# 4773162) is an Investment Advisor Representative working at Advisory Services Network in Pasadena, CA and has over 13 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.
Caterina Defalco (CRD# 2297836) is an Investment Advisor Representative working at Advisory Services Network in Troy, MI and has over 24 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.
John Downing (CRD# 1227358) is an Investment Advisor Representative working at Advisory Services Network in Atlanta, GA and has over 25 years of experience in the finance industry.
Craig Falkner (CRD# 4496734) is an Investment Advisor Representative working at Advisory Services Network in Atlanta, GA and has over 9 years of experience in the finance industry.
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.
William Heath (CRD# 715926) is an Investment Advisor Representative working at Advisory Services Network in Houston, TX and has over 36 years of experience in the finance industry. William Heath 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.
Gary Howard (CRD# 2820897) is an Investment Advisor Representative working at Advisory Services Network in West Chester, OH and has over 20 years of experience in the finance industry. Gary Howard 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.
Guy Jones (CRD# 736822) is an Investment Advisor Representative working at Advisory Services Network in Matthews, NC and has over 28 years of experience in the finance industry. Guy Jones 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.