Charles
Simon

Advisory Services Network

CRD#424510
Investment Advisor
in Atlanta, GA

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About this Advisor

Charles Simon is a financial advisor working out of Atlanta, Georgia with 1 year of relevant experience. Simon is on the advisory team at Advisory Services Network. Their career trajectory has included roles at Foundations Investment Advisors, LLC, Simon & Simon Financial, LLC, Self Employed - Independent Insurance Agent, Retirement Income Specialists, LLC and Advisory Services Network, LLC. Simon holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Louisiana. Advisory Services Network is a company that has its headquarters in Atlanta, GA. The firm has offices in 84 locations and a total of 212 employees. It has $6 billion in total assets across its 22,847 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides services to 21 charitable organizations. Of its 22,847 accounts, just 6% are associated with high-net-worth clients who have more than $1 million in investable assets. The advisory firm offers a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services largely are based on the financial services. However, fees charged by Advisory Services Network can be comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6600 Peachtree Dunwoody Rd. Embassy Row 600, Suite 575
Atlanta, GA 30328

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Advisory Services Network Brokerage Details

Total Assets Under Management

$5,772,354,974

GA Average: $3,570,121,308
Total Number of Employees

212

GA Average: 58
Total Number of Accounts

22,847

GA Average: 1,608
Average Account Size

$252,653

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Charles Simon Work History

Charles has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Advisory Services Network, LLC

2013 - Present (11 years)

Simon & Simon Financial, LLC

2011 - Present (13 years)

Retirement Income Specialists, LLC

2017 - 2022 (5 years)

Foundations Investment Advisors, LLC

2010 - 2013 (3 years)

Self Employed - Independent Insurance Agent

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Charles Simon 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

Adam Gross
Houston, TX
Mitchell Glasser
Atlanta, GA
Shannon Van Holstyn
Eagle River, AK
John Knox
Atlanta, GA
Kenneth Cordella
Atlanta, GA
Andrew Schorr
Atlanta, GA
Brian Moore
Atlanta, GA
Jordan Brooks
Atlanta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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