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Craig Robert Falkner

Advisory Services Network

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About Craig Robert Falkner

Craig Falkner is an investment advisor representative with Advisory Services Network. Craig has over 15 years of experience in the financial services industry. Craig has held previous positions at RBC Capital Markets, LLC, Morgan Stanley & Co., Incorporated, and Wells Fargo Investments, LLC. Craig holds Series 7, Series 31, and Series 66 licenses. Craig is also a Chartered Financial Analyst. Craig specializes in providing financial planning, portfolio management, and selection of other advisors to individuals, high net worth individuals, charitable organizations, and pension and profit-sharing plans.

Firm Information

Craig Falkner is currently registered with Advisory Services Network. Advisory Services Network is a financial advisory firm headquartered in Atlanta, GA. The firm provides a range of financial services including financial planning, portfolio management for individuals, and selection of other advisors. The firm manages approximately $6.8 billion in assets for a diverse clientele including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals. The firm employs 86 licensed agents, 206 investment advisor representatives, and 14 registered representatives.
Advisory Services Network

6600 PEACHTREE DUNWOODY RD.

ATLANTA, GA 30328

$6.82B

Assets Under Management

44

Total Clients

213

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Craig Falkner’s Registration & Firm History

GA

09/17/2015 - Present

Advisory Services Network (ATLANTA GA)

WI

02/26/2008 - 10/24/2013

RBC CAPITAL MARKETS, LLC (EAU CLAIRE WI)

MN

08/21/2007 - 01/29/2008

MORGAN STANLEY & CO., INCORPORATED (BLOOMINGTON MN)

CA

05/08/2002 - 08/20/2004

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

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Licenses & Designations

BOTH

Issued 09/07/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/25/2007

Series 31 - Futures Managed Funds Examination

BC

Issued 08/20/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Craig Robert Falkner.
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