Pooja
Chawla
Advisory Services Network
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About this Advisor
Pooja Chawla is a financial advisor based in Atlanta, Georgia, working with Advisory Services Network. Pooja has previously held positions at Wells Fargo Advisors LLC, Wells Fargo The Private Bank, Wells Fargo Clearing Services, LLC, Golden Pine Consulting, LLC, and Advisory Services Network, LLC. Pooja has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New Jersey, New York, and Pennsylvania. Currently, Pooja is part of Advisory Services Network, which operates out of Atlanta, Georgia. The firm has 84 offices and 215 employees. The firm manages assets totaling $6.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Advisory Services Network includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Advisory Services Network Brokerage Details
$6,818,718,908
215
24,286
$280,767
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Pooja Chawla Work History
Advisory Services Network, LLC
Golden Pine Consulting, LLC
Wells Fargo Advisors LLC
Wells Fargo Clearing Services, LLC
Wells Fargo The Private Bank
Disclosures
Please visit the SEC profile of Pooja Chawla to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Advisory Services Network
Merrimack, NH
Atlanta, GA
Souderton, PA
Camden, SC
Atlanta, GA
San Antonio, TX
Merrimack, NH
Atlanta, GA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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