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Employer firm

Advisory Services Network CRD 146051

$10.6B regulatory AUM 49 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Advisory Services Network

900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-01-10
OH RA APPROVED 2015-01-02
  • TX RA
    APPROVED
    Since 2023-01-10
  • OH RA
    APPROVED
    Since 2015-01-02

Branch Locations

8240 Beckett Park Drive Suite D, West Chester, OH 45069 • United States

900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gary L. Howard Cpa Fairfield OH 07/1987 Present
Calton & Associates, Inc/ West Chester OH 01/2015 Present
Advisory Services Network, Llc Atlanta GA 01/2015 Present
  • 07/1987 → Present
    Gary L. Howard Cpa
    Fairfield, OH
  • 01/2015 → Present
    Calton & Associates, Inc/
    West Chester, OH
  • 01/2015 → Present
    Advisory Services Network, Llc
    Atlanta, GA
Previous Registrations
  • 2002-01-02 → 2014-12-31
    Springfield, MA
    Palm Beach Gardens, FL
    West Chester, OH
    Palm Beach Gardens, FL
    Bellefontaine, OH
Other Businesses

No. 1) Name of Business: Gary L Howard CPA. Non-Investment related. Address: 8240 Becket Park Dr., Suite D, West Chester, OH 45069. Nature of Business: Tax preparation services Position/Title/Relationship: Owner. Start Date: 07/01/1987. Hours per month: 80. Hours per month during Securities trading hours: 40. Duties/Responsibilities: CPA services to small business owners and individuals. No. 2) Name of Business: Advisory Services Network, LLC DBA Howard Financial Services. Investment related. Address: 8240 Becket Park Dr., Suite D, West Chester, OH 45069. Nature of Business: RIA. Position/Title/Relationship: Investment Advisor Representative. Start Date: 01/02/2015. Hours per month: 80. Hours per month during Securities trading hours: 40. Duties/Responsibilities: Fee Based Advisory Service.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-08-06
  • S63 Uniform Securities Agent State Law Examination
    1997-08-06
Designations
  • Certified Financial Planner

View on SEC IAPD

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