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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-26 |
| CO | RA | APPROVED | 2022-07-29 |
Branch Locations
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Austin | TX | 01/2016 | 02/2017 |
| Lake Hills Wealth Management, Llc | Austin | TX | 02/2017 | 10/2019 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 11/2019 | 07/2022 |
| Advisory Services Network, Llc | Atlanta | GA | 07/2022 | Present |
1) ALEX ENGEN, 412 CALLAHAN LANE, LEANDER, TX, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 07/28/20 INVESTMENT RELATED, 0/MO- 0/TRADING. 2) M6 WEALTH ADVISORS, LLC: MANAGING MEMBER SINCE 12/1/23; SERVICE COMPANY FOR FINANCIAL SERVICES PRACTICE., TIME SPENT 10 HRS/MO - 8 DURING TRADING, NOT INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-01 |
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