Advisory Services Network
Advisory Services Network (CRD# 146051) is a financial advisory firm headquartered in Atlanta, GA. They manage $6,818,718,908 in 24,286 accounts and serve the financial needs of clients across 49 states (or territories).
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Total Assets Under Management6,819MILLION
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Total Number of Accounts24,286ACCOUNTS
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Average Account Value$280,767
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, 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, WV
David Paulukaitis (CRD# 729689) is an Investment Advisor Representative working at Advisory Services Network in Atlanta, GA and has over 14 years of experience in the finance industry.
As an advisor, Scott uses his financial knowledge and creativity to design strategies in order to help clients pursue financial freedom. Whether you're pursuing your retirement goals, funding your children's education, or looking to leave a legacy, Scott welcomes the challenge to help you succeed.
Scott began his financial services career during college, while working for Citibank. Although he was initially drawn to this industry by the lure of the stock market, he stayed inspired by helping clients realize their dreams. His work in financial services includes positions such as Vice President of Retirement Planning for Fairwinds Credit Union, Business and Estate Planning Consultant for the Hartford, Regional Sales Director for Lincoln Financial Group, and Wealth Advisor for Partners Retirement and Wealth Management.
After spending nearly 2 decades working for large financial institutes, Scott decided to create a company that was focused on increasing his client's bottom line, as opposed to his brokerage firm's. In 2016, he founded Retire Orlando, LLC with the intent to provide fiduciary advice while keeping costs at a minimum.
As a graduate of Wilmington University with his B.S. degree, Scott holds a designation as a Certified Financial Planner®, an Accredited Wealth Management Advisor® and a Chartered Retirement Planning Counselor®. He also holds his Series 7 and 66 licenses, in addition to his Life, Accident and Health Insurance licenses.
Away from the office, Scott believes life should be filled with great people and great experiences.......which usually means family, friends and Miami Dolphins football! He and his wife, Amy, recently became proud parents and welcomed their first child. In their spare time they enjoy kayaking, bike riding and traveling to faraway places.
James Perry (CRD# 6924160) is an Investment Advisor Representative working at Advisory Services Network in Atlanta, GA and has over 6 years of experience in the finance industry.
Mark Peterson (CRD# 6121868) is an Investment Advisor Representative working at Advisory Services Network in Atlanta, GA and has over 11 years of experience in the finance industry.
Michael Petyak (CRD# 2976602) is an Investment Advisor Representative working at Advisory Services Network in Atlanta, GA and has over 22 years of experience in the finance industry.
Gertrude Piper (CRD# 4566557) is an Investment Advisor Representative working at Advisory Services Network in Saint Francisville, LA and has over 22 years of experience in the finance industry.
Joseph Pitt (CRD# 6709803) is an Investment Advisor Representative working at Advisory Services Network in Gainesville, GA and has over 7 years of experience in the finance industry.
Scott Powell (CRD# 2233137) is an Investment Advisor Representative working at Advisory Services Network in Fort Atkinson, WI and has over 27 years of experience in the finance industry.
Brian Prentice (CRD# 6244056) is an Investment Advisor Representative working at Advisory Services Network in Pearl City, HI and has over 9 years of experience in the finance industry.
Julie Price (CRD# 5171358) is an Investment Advisor Representative working at Advisory Services Network in Federal Way, WA and has over 17 years of experience in the finance industry.