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).

By the Numbers
  • Total Assets Under Management
    734
    MILLION
  • Total Number of Accounts
    3,805
    ACCOUNTS
  • Average Account Value
    $192,993
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, IN, KY, LA, MA, ME, MI, MS, NC, NH, NJ, NY, OH, PA, SC, TN, TX, UT, VA, WI

Financial Advisors at Advisory Services Network
Showing 1 - 10 of 70 top financial advisors.
1
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 16 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.

2
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 20 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.

3
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 12 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.

4
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 23 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.

5
John C. Downing
CRD#: 1227358
1040 Crown Pointe Parkway, Suite 840, Atlanta, GA 30338
96
Wealthminder
score

John Downing (CRD# 1227358) is an Investment Advisor Representative working at Advisory Services Network in Atlanta, GA and has over 24 years of experience in the finance industry.

6
Craig R. Falkner
CRD#: 4496734
1040 Crown Pointe Parkway, Suite 840, Atlanta, GA 30338
96
Wealthminder
score

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.

7
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 15 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.

8
William C. Heath
CRD#: 715926
9800 Richmond Avenue, Suite 250, Houston, TX 77042
96
Wealthminder
score

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.

9
Gary L. Howard
CRD#: 2820897
8240 Beckett Park Drive, Suite D, West Chester, OH 45069
96
Wealthminder
score

Gary Howard (CRD# 2820897) is an Investment Advisor Representative working at Advisory Services Network in West Chester, OH and has over 19 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.

10
Guy P. Jones
CRD#: 736822
Matthews, NC
96
Wealthminder
score

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.

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