Falmouth, ME Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$10,264,285,356
ClientsTotal clients
12,426
AdvisorsAdvisors at this office
2
Of 250 advisors across 167 offices
Location
Falmouth ME
Advisors at this office
2
Advisors at this office
John D
CFA®, Series 63
Falmouth, ME
Advisory Services Network
John Downing is a CFA® charterholder with 23 years of industry experience, currently serving as an advisor at Advisory Services Network since 2013. He holds a Series 63 license and is based in Falmouth, ME. Outside of his advisory role, he serves on the investment sub-committee for Sweetser, overseeing advisor performance and investment policy adherence for their endowment. Advisory Services Network supports individuals, families, corporations, charitable organizations, and employer retirement plans through a network of over 200 independent advisors. The firm offers portfolio management, financial planning, and investment consulting services, managing approximately $8.6 billion in client assets with a range of investment strategies and implementation options.
John K
CFA®, Series 63
Falmouth, ME
Advisory Services Network
John Knox is a CFA® charterholder with 23 years of industry experience, currently serving as an advisor at Advisory Services Network since 2013. He holds a Series 63 license and is based in Falmouth, ME. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent Investment Adviser Representatives. The firm provides portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing about $8.6 billion in client assets.
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