Advice And Planning Services
Advice And Planning Services (CRD# 20472) is a financial advisory firm headquartered in New York, NY. They manage $32,676,871,332 in 73,602 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management32,677MILLION
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Total Number of Accounts73,602ACCOUNTS
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Average Account Value$443,967
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Clark Buelt (CRD# 2377583) is an Investment Advisor Representative working at Advice And Planning Services in Coralville, IA and has over 30 years of experience in the finance industry.
Louis Bundy (CRD# 3163159) is an Investment Advisor Representative working at Advice And Planning Services in Metairie, LA and has over 24 years of experience in the finance industry.
Gregory Burd (CRD# 5661615) is an Investment Advisor Representative working at Advice And Planning Services in Boston, MA and has over 14 years of experience in the finance industry.
Charles Burdette (CRD# 3058804) is an Investment Advisor Representative working at Advice And Planning Services in Charleston, SC and has over 25 years of experience in the finance industry.
Jessica Burmeister (CRD# 5147987) is an Investment Advisor Representative working at Advice And Planning Services in Ann Arbor, MI and has over 17 years of experience in the finance industry.
Carly Burress (CRD# 6424616) is an Investment Advisor Representative working at Advice And Planning Services in Hackensack, NJ and has over 9 years of experience in the finance industry.
Leslie Busch (CRD# 6701018) is an Investment Advisor Representative working at Advice And Planning Services in Hamden, CT and has over 7 years of experience in the finance industry.
Shawn Buys (CRD# 6086172) is an Investment Advisor Representative working at Advice And Planning Services in Pittsburgh, PA and has over 11 years of experience in the finance industry.
Beverly Caldwell (CRD# 4940674) is an Investment Advisor Representative working at Advice And Planning Services in Huntersville, NC and has over 16 years of experience in the finance industry.
Kevin Callaghan (CRD# 4798220) is an Investment Advisor Representative working at Advice And Planning Services in Boston, MA and has over 19 years of experience in the finance industry.