Best Investors
Account
Sign in
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 |
|---|---|---|---|
| UT | RA | APPROVED | 2023-07-03 |
Branch Locations
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
12012 South 700 East Suite 200, Draper, UT 84020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Navigate Private Wealth Llc | Draper | UT | 05/2014 | 06/2023 |
| Allegis Invesment Services | Draper | UT | 07/2016 | 12/2017 |
| Advisory Services Network, Llc | Atlanta | GA | 06/2023 | Present |
1. ALLEGIS ADVISOR GROUP, LLC, START: 07/01/14, 10235 S. JORDAN GATEWAY STE. 420, SOUTH JORDAN, UT 84095, INSURANCE BROKER, AGENT, INVESTMENT RELATED, 1 HOUR PER MONTH, .25 HOURS PER DAY DURING TRADING HOURS. 2. ALPINE PEAKS CONSULTING: PARTNER SINCE 02/2025. ACCOUNTING, TAX ADVICE AND TAX PREPARATION. TIME SPENT APPROXIMATELY 20 HRS/MONTH, NONE DURING TRADING HOURS. INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-16 |
Reach out to this advisor