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 |
|---|---|---|---|
| MA | RA | APPROVED | 2023-07-06 |
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 |
|---|---|---|---|---|
| Penn Mutual Life Insurance Co | Horsham | PA | 08/2015 | 05/2018 |
| Hornor Townsend & Kent Inc | Horsham | PA | 08/2015 | 05/2018 |
| Bankers Life Securities, Inc | Warwick | RI | 05/2018 | 06/2023 |
| Bankers Life & Casualty, Inc | Warwick | RI | 05/2018 | 06/2023 |
| Advisory Services Network, Llc | Atlanta | GA | 06/2023 | Present |
POSITION: Independent Insurance Agent DESCRIPTION: selling life insurance, Medicare plans, fixed annuities and equity indexed annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 10, SECURITIES TRADING HOURS: 10 START DATE: 04/11/2011
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-15 |
Reach out to this advisor