CRD: 113836
Wealth Advisors Network, Inc.
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Ascensus ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-03-1997
- Office Locations
- 6
Office Locations
About Wealth Advisors Network, Inc.
Wealth Advisors Network, Inc. is an SEC-registered RIA providing goals-based financial planning and investment advice that aligns plan objectives with implementation. The firm serves individuals and business owners/entrepreneurs and supports comprehensive needs with credentialed IARs tied to CPA firms plus insurance licensing. Investment approach emphasizes active management, asset allocation and risk management using ETFs, mutual funds and fixed income; securities are offered through Cambridge Investment Research.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JEFFREY SCOTT ANDERSON
Chief Executive Officer, Chief Operating Officer, Director, President
- CRD
- #2896908
- Ownership
- 75% or more
VIRGINIA CHARRON
Chief Compliance Officer, DIRECTOR, Secretary, TREASURER
- CRD
- #5312972
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
Unlock allContacts
DIANE LYNN ALEXANDER
Wealth Care Coordinator
- CRD
- #4578630
SAMUEL JOSEPH CATANESE
Advisor
- CRD
- #4551802
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $297,224,710 | $415,699 |
| Non-Discretionary | $3,027,560 | $121,102 |
| Total | $300,252,270 | $405,746 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing