Edward
Egliskis

Advisory Services Network

CRD#5035040
Investment Advisor
in San Antonio, TX

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About this Advisor

Edward Egliskis is a financial advisor based in San Antonio, Texas, working with Advisory Services Network. Edward has previously held positions at United Capital Financial Advisers, LLC, Girard Securities, Inc, and Advisory Services Network, LLC. Edward has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Edward is part of Advisory Services Network, which operates out of San Antonio, Texas. 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

Series 63, Series 65

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

San Antonio, TX

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Advisory Services Network Brokerage Details

Total Assets Under Management

$6,818,718,908

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

215

TX Average: 58
Total Number of Accounts

24,286

TX Average: 1,608
Average Account Size

$280,767

TX Average: $2,220,225

Investment Advisory Services

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

Edward Egliskis Work History

2015 - Present (9 years)

Advisory Services Network, LLC

2014 - 2015 (1 year)

United Capital Financial Advisers, LLC

2014 - 2015 (1 year)

Girard Securities, Inc

Disclosures

Please visit the SEC profile of Edward Egliskis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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Miao Zhu
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Justin Dorton
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John Vogelzang
Oceanport, NJ
Michael Miller
Mequon, WI
Matthew Dowell
Tampa, FL
Brady Yohn
Souderton, PA
Matthew Lichtman
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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