Advisors at this firm
Joshua F
Series 65, Series 66
Palm Beach, FL
Advisory Services Network
Joshua Fleming is a financial advisor at Advisory Services Network with six years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at U.S. Bank NA from 2014 to 2020. Based in Palm Beach, FL, he has been with Advisory Services Network since 2020. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent advisers. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing about $8.6 billion in client assets.
Jordan B
Series 66
Palm Beach Shores, FL
Advisory Services Network
Jordan Brooks is a financial advisor with Advisory Services Network and holds a Series 66 designation. He has 14 years of industry experience, including prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, Brooks serves as Vice President of Sales and Marketing at SteadPoint Insurance Group, focusing on workers compensation insurance. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisers. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.
Shannon V
Series 65
Eagle River, AK
Advisory Services Network
Shannon Van Holstyn is a Series 65 registered advisor with Advisory Services Network, bringing seven years of industry experience. Prior to joining Advisory Services Network in 2018, Shannon worked at Wells Fargo Advisors, Mesquite Gaming, and Nickle Construction, Inc. He is based in Eagle River, Alaska. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers a range of services including portfolio management, financial planning, and retirement-plan consulting, managing approximately $8.6 billion in client assets.
Justin C
Series 65
Greenville, SC
Advisory Services Network
Justin Chamberlin is a Series 65 licensed advisor at Advisory Services Network with one year of industry experience. His prior roles include positions at Williams Wealth Management, First Citizens Bank, and as a State Farm agent with Gene Dukes. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement plan consulting, and third-party manager selection, overseeing approximately $8.6 billion in client assets.
Jason B
Series 65
Hickory, NC
Advisory Services Network
Jason Beckley is a financial advisor with Advisory Services Network, holding a Series 65 designation and 14 years of industry experience. He previously worked at Omnistar Financial Group for 10 years before joining Advisory Services Network in 2021. Outside of his advisory role, Beckley serves as board chair of a volunteer fire department, chairs an endowment committee for a local nonprofit, and acts as treasurer for a Rotary Club and its foundation. Advisory Services Network supports individuals, families, corporations, and charitable organizations through a network of over 200 independent advisors. The firm offers portfolio management, financial planning, and retirement-plan consulting, employing a range of investment strategies and implementation options tailored to client objectives.
Clifford H
CFP®, Series 63, Series 66
Atlanta, GA
Advisory Services Network
Clifford Harrell is a CFP® with 15 years of industry experience, currently serving as an advisor at Advisory Services Network. He has previously worked at Morgan Stanley and E*TRADE Capital Management. Outside of his advisory role, he receives residual commissions from a real estate brokerage business. Advisory Services Network supports individuals, families, corporations, and charitable organizations through a network of independent advisors, offering portfolio management, financial planning, and retirement-plan consulting with a range of investment strategies and implementation options.
Inderjit S
Series 66
Princeton, NJ
Advisory Services Network
Inderjit Samra is a financial advisor with Advisory Services Network, holding a Series 66 designation and 15 years of industry experience. He has been with Advisory Services Network since 2016. Outside of his advisory role, he serves as a co-lead for the Punjabi Chamber of Commerce, NJ chapter, and holds advisory positions with Crypto Asset Rating Inc. and the New Jersey Blockchain Council. He is also a member of the Executive Committee for the Office of Homeland Security & Preparedness Interfaith Advisory Council and advises a telecom, Web3, and AI business. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and retirement-plan consulting, managing approximately $8.6 billion in client assets with a range of investment strategies and implementation options.
William H
Series 63
Richmond, TX
Advisory Services Network
William Heath is a CFP® credentialed financial advisor with 40 years of industry experience. He has been with Advisory Services Network since 2016 and has operated under his own name and through Myco Company since 1980. Outside of his advisory work, he is an independent insurance agent and assists clients with real estate and mortgage transactions through his sole proprietorship, Myco Company. Advisory Services Network serves individuals, families, corporations, and charitable organizations through a network of independent advisers, offering portfolio management, financial planning, and retirement-plan consulting across a range of investment strategies and account types.
Jesse J
Series 66
Beaverton, OR
Advisory Services Network
Jesse Jimerson is a financial advisor with Advisory Services Network and holds a Series 66 designation. He has five years of industry experience, including prior roles at JP Morgan Chase Bank, J.P. Morgan Securities, and First Republic Securities Company. Outside of his advisory work, he serves as treasurer for the Educational Foundation for Alpha Eta Delta of Chi Psi and is involved in a lumber trading business. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisers. The firm provides portfolio management, financial planning, and investment consulting, managing approximately $8.6 billion in client assets across various investment strategies.
Wallace M
Series 63, Series 65
Wadmalaw Island, SC
Advisory Services Network
Wallace Mason is a financial advisor at Advisory Services Network with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Robert W. Baird for 13 years. Outside of his advisory role, Mason owns an 80-acre farm in North Carolina. Advisory Services Network serves individuals, families, corporations, charitable organizations, and retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and investment consulting with a focus on tailored strategies across various asset classes and multiple implementation options.
Erikson A
CFP®, Series 63, Series 65
Swansea, MA
Advisory Services Network
Erikson Asker is a CFP® with 12 years of industry experience, currently serving as an advisor at Advisory Services Network since 2023. His prior experience includes roles at Bankers Life & Casualty, Bankers Life Securities, Hornor Townsend & Kent, and Penn Mutual Life Insurance. He also works as an independent insurance agent, selling life insurance, Medicare plans, fixed annuities, and equity indexed annuities. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent advisors. The firm offers portfolio management, financial planning, investment consulting, and third-party manager selection, overseeing about $8.6 billion in client assets.
Chelsie C
Series 65
Newburgh, ME
Advisory Services Network
Chelsie Crane is a financial advisor at Advisory Services Network with a Series 65 credential and four years of industry experience. She previously worked at Clear Path Financial Services and AOS 94. Outside of financial advising, she owns a floral design business, Live Simple Blooms, and assists at Salt Farm Flowers, a cut flower farm. Advisory Services Network serves individuals, families, corporations, and charitable organizations through a network of independent advisors, providing portfolio management, financial planning, and consulting services. The firm offers tailored investment strategies across various asset classes and manages approximately $8.6 billion in client assets.
Craig S
Series 63, Series 66
Camden, SC
Advisory Services Network
Craig Schinke is a financial advisor with Advisory Services Network who holds Series 63 and Series 66 designations and has 39 years of industry experience. He previously worked at Kovack Securities Inc. from 2014 to 2018. Outside of his advisory role, he is involved in fixed insurance sales and financial, retirement, and estate planning through his affiliated business, Tenet Wealth Management. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans. The firm’s network of independent advisors provides portfolio management, financial planning, and retirement-plan consulting, managing approximately $8.6 billion in client assets with strategies tailored across a range of investment types.
William G
Series 63, Series 66
Camden, SC
Advisory Services Network
William Galloway Jr. is a financial advisor at Advisory Services Network with 37 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Bb&T Securities and Scott & Stringfellow. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection through a network of independent advisers managing approximately $8.6 billion in client assets.
Jason R
CFP®, Series 66
Carmel, IN
Advisory Services Network
Jason Randlett is a CFP® certificant with 19 years of industry experience, currently serving as an advisor at Advisory Services Network since 2017. He previously worked at Schwab Private Client Investment Advisory, Inc. and Charles Schwab from 2009 to 2017. Outside of his advisory role, he is the owner and president of Randlett Financial, a business providing turnkey office and marketing solutions for financial advisors. Advisory Services Network is an enterprise firm with a network of approximately 208 independent Investment Adviser Representatives serving individuals, families, corporations, and charitable organizations. The firm offers portfolio management, financial planning, and retirement-plan consulting, managing around $8.6 billion in client assets with a variety of investment and advisory strategies.