Roger M Baloucoune

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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-01-07
GA	RA	APPROVED	2011-08-08

TX RA
APPROVED_RES

Since 2025-01-07
GA RA
APPROVED

Since 2011-08-08

Branch Locations

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

Smyrna, GA • 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

Organization	City	State	From	To
Advisory Services Network, Llc	Atlanta	GA	08/2011	Present

08/2011 → Present

Advisory Services Network, Llc

Atlanta, GA

Previous Registrations

2009-02-20 → 2011-11-18

Daniel Advisors

Duluth, GA
2003-01-07 → 2008-11-24

Goldman Sachs Wealth Services, L.P.

Parsippany, NJ

Other Businesses

1) INTELLIPLAN ADVISORS; TAX PREPARATION, 1988; AVERAGE 20 HRS/MONTH DURING TAX SEASON, NONE DURING TRADING HOURS; NOT INVESTMENT RELATED. 2) INTELLIPLAN, CORP.: OWNER/OFFICER, SERVICE CORPORATION FOR TAX PURPOSES SINCE 12/2009. AVERAGE LESS THAN 1 HR/MONTH; NOT INVESTMENT RELATED.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2002-10-16

S63 Uniform Securities Agent State Law Examination

2002-10-16

Other Names

Roger M Balouloune

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