John Frederick Dalton
Investment adviser representative at Advisory Services Network
17 yearsExperience
1 stateRegistered in
CFADesignation
$10.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Advisory Services Network, LLCJan 2026 to now
- Managed Asset PortfoliosJun 2009 to Jan 2026
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2001
- Series 63 · Uniform Securities Agent State Law2012
State registrations
Registered as an investment adviser representative in 1 state (IL).
Advisory Services Network
Legal name: Advisory Services Network, LLC
$10.6BAssets managed
12,919Clients
251Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2230716
- Firm CRD
- 146051