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James Alfred Halprin

Advisory Services Network

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About James Alfred Halprin

James Alfred Halprin is an investment advisor representative with Advisory Services Network. James Alfred Halprin is also registered in New Jersey as an Investment Advisor Representative. James Alfred Halprin has passed the Series 63, Series 65, Series 7 and SIE examinations. James Alfred Halprin has been in the industry since 2010. Before Advisory Services Network, James Alfred Halprin was with Kovack Securities Inc. James Alfred Halprin specializes in Financial Planning, Portfolio Management for Individuals, and Selection of Other Advisers. James Alfred Halprin also has experience with Kovack Securities Inc.

Firm Information

James Halprin 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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James Halprin’s Registration & Firm History

GA

01/31/2013 - Present

Advisory Services Network (ATLANTA GA)

NJ

10/15/2014 - 12/31/2014

KOVACK SECURITIES INC. (Saddle River NJ)

NJ

08/23/2012 - 10/15/2014

RESOURCE HORIZONS GROUP LLC (SADDLE RIVER NJ)

NJ

07/08/2010 - 08/03/2012

TRIAD ADVISORS, INC. (ISELIN NJ)

NY

02/10/2010 - 07/09/2010

SIGNATOR INVESTORS, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 02/15/2010

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/04/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/31/2014

SIE - Securities Industry Essentials Examination

BC

Issued 02/09/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Alfred Halprin.
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