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Advisory Services Network CRD 146051
$10.6B regulatory AUM 49 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2020-12-10 |
| LA | RA | APPROVED | 2017-01-27 |
| TX | RA | APPROVED_RES | 2017-01-26 |
| CA | RA | APPROVED | 2016-09-22 |
Branch Locations
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
10345 W. Olympic Blvd. Suite 101, Los Angeles, CA 90064 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concert Wealth Management, Inc | San Jose | CA | 03/2012 | 12/2016 |
| Advisory Services Network, Llc | Atlanta | GA | 09/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-08-31 |
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