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Joshua Mcclellan Slocum

Advisory Services Network

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About Joshua Mcclellan Slocum

Joshua McClellan Slocum is an investment advisor representative currently registered with Advisory Services Network, LLC and has been in the industry for at least 9 years. Joshua has a strong track record of providing financial advice to individuals and businesses, with a focus on financial planning and portfolio management. Prior to joining Advisory Services Network, LLC, Joshua worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, where they provided financial advice for 8 years.

Firm Information

Joshua Slocum 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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Joshua Slocum’s Registration & Firm History

GA

11/16/2016 - Present

Advisory Services Network (ATLANTA GA)

AL

03/13/2006 - 12/05/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BIRMINGHAM AL)

NY

06/24/2005 - 01/03/2006

AXA ADVISORS, LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 07/01/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/05/2014

SIE - Securities Industry Essentials Examination

BC

Issued 06/17/2008

Series 31 - Futures Managed Funds Examination

BC

Issued 03/21/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Joshua Mcclellan Slocum. Review regulatory record here.
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