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David Wesley Vanholstyn

Advisory Services Network

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About David Wesley Vanholstyn

David Wesley Vanholstyn is a financial professional with over 20 years of experience in the industry. David has a strong background in investment advisory services and financial planning, providing guidance and management to both individuals and businesses. David currently works at Advisory Services Network. Previously, David worked at WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC and WACHOVIA SECURITIES, LLC. David is registered with the state of Alaska and Texas.

Firm Information

David Vanholstyn 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 Vanholstyn’s Registration & Firm History

AK

06/01/2018 - Present

Advisory Services Network (Eagle River AK)

AK

12/12/2008 - 06/01/2018

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (EAGLE RIVER AK)

AK

11/27/1996 - 12/15/2008

WACHOVIA SECURITIES, LLC (ANCHORAGE AK)

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Licenses & Designations

IA

Issued 12/07/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/20/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/10/2009

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 02/24/2009

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 06/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/07/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Wesley Vanholstyn.
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