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David Edward Paulukaitis

Advisory Services Network

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About David Edward Paulukaitis

David Edward Paulukaitis is an Investment Advisor Representative at Advisory Services Network, LLC. David has been in the industry since 1981 and has experience in providing financial and investment advisory services to individuals and institutions. David holds a Series 6, Series 27, and Series 65 license and is registered with the state of Georgia and Texas. In addition to his work at Advisory Services Network, LLC, David is also the Owner and Consultant at Mainstay Capital Markets Consultants, Inc.

Firm Information

David Paulukaitis 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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David Paulukaitis’s Registration & Firm History

GA

07/07/2011 - Present

Advisory Services Network (ATLANTA GA)

NA

02/12/1982 - 11/02/1983

FIRST AMERICAN NATIONAL SECURITIES, INC.

NA

05/06/1981 - 11/05/1981

DERAND INVESTMENT CORPORATION OF AMERICA

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Licenses & Designations

IA

Issued 10/09/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/11/1981

Series 27 - Financial and Operations Principal Examination

BC

Issued 05/04/1981

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Edward Paulukaitis.
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