Advisory Services Network

Advisory Services Network (CRD# 146051) is a financial advisory firm headquartered in Atlanta, GA. They manage $5,686,160,573 in 19,585 accounts and serve the financial needs of clients across 47 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,686
    MILLION
  • Total Number of Accounts
    19,585
    ACCOUNTS
  • Average Account Value
    $290,332
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.

AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI

Financial Advisors at Advisory Services Network
Showing 1 - 10 of 191 top financial advisors.
1
James K. Adams
CRD#: 5971737
6600 Peachtree Dunwoody Rd., Embassy Row 600, Suite 575, Atlanta, GA 30328

James Adams (CRD# 5971737) is an Investment Advisor Representative working at Advisory Services Network in Atlanta, GA and has over 10 years of experience in the finance industry. James Adams 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
Richard A. Albert
CRD#: 3028544
700 S. Rosemary Ave, Suite 204, West Palm Beach, FL 33401

Richard Albert (CRD# 3028544) is an Investment Advisor Representative working at Advisory Services Network in West Palm Beach, FL and has over 24 years of experience in the finance industry.

3
Karli N. Allen
CRD#: 6394633
6600 Peachtree Dunwoody Rd., Embassy Row 600, Suite 575, Atlanta, GA 30328

Karli Allen (CRD# 6394633) is an Investment Advisor Representative working at Advisory Services Network in Atlanta, GA and has over 7 years of experience in the finance industry.

4
Thomas C. Appleby
CRD#: 5791379
6600 Peachtree Dunwoody Rd., Embassy Row 600, Suite 575, Atlanta, GA 30328

Thomas Appleby (CRD# 5791379) is an Investment Advisor Representative working at Advisory Services Network in Atlanta, GA and has over 11 years of experience in the finance industry.

5
Peter Atto
CRD#: 6068455
6600 Peachtree Dunwoody Rd., Embassy Row 600, Suite 575, Atlanta, GA 30328

Peter Atto (CRD# 6068455) is an Investment Advisor Representative working at Advisory Services Network in Atlanta, GA and has over 6 years of experience in the finance industry.

6
Richard H. Austin
CRD#: 3061982
22 Greeley Street, Unit 1, Merrimack, NH 03054

Richard Austin (CRD# 3061982) is an Investment Advisor Representative working at Advisory Services Network in Merrimack, NH and has over 23 years of experience in the finance industry.

7
Roger M. Baloucoune
CRD#: 2973346
6600 Peachtree Dunwoody Rd., Embassy Row 600, Suite 575, Atlanta, GA 30328

Roger Baloucoune (CRD# 2973346) is an Investment Advisor Representative working at Advisory Services Network in Atlanta, GA and has over 19 years of experience in the finance industry.

8
William C. Barber
CRD#: 3003807
6600 Peachtree Dunwoody Rd., Embassy Row 600, Suite 575, Atlanta, GA 30328

William Barber (CRD# 3003807) is an Investment Advisor Representative working at Advisory Services Network in Atlanta, GA and has over 23 years of experience in the finance industry.

9
Jason D. Beckley
CRD#: 5906779
1440 Old Lenoir Road, Suite D, Hickory, NC 28601

Jason Beckley (CRD# 5906779) is an Investment Advisor Representative working at Advisory Services Network in Hickory, NC and has over 11 years of experience in the finance industry.

10
Chelsea V. Belyea
CRD#: 5510871
64 Lafayette Rd #7, North Hampton, NH 03862

Chelsea Belyea (CRD# 5510871) is an Investment Advisor Representative working at Advisory Services Network in North Hampton, NH and has over 14 years of experience in the finance industry.

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