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
Mark Alford (CRD# 6003335) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 12 years of experience in the finance industry.
Justtini Aliaga (CRD# 4868535) is an Investment Advisor Representative working at Advice And Planning Services in Irvine, CA and has over 19 years of experience in the finance industry.
Timothy Alston (CRD# 2688539) is an Investment Advisor Representative working at Advice And Planning Services in Hamden, CT and has over 26 years of experience in the finance industry.
Deborah Amilowski (CRD# 2073145) is an Investment Advisor Representative working at Advice And Planning Services in Melville, NY and has over 32 years of experience in the finance industry.
Keval Amin (CRD# 6129017) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 11 years of experience in the finance industry.
Paul Anderson (CRD# 2799182) is an Investment Advisor Representative working at Advice And Planning Services in Melville, NY and has over 27 years of experience in the finance industry.
Wendy Anderson (CRD# 2395159) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 26 years of experience in the finance industry.
Dustin Anewalt (CRD# 6698577) is an Investment Advisor Representative working at Advice And Planning Services in Cranberry Township, PA and has over 7 years of experience in the finance industry.
Marilyn Anstey (CRD# 1553671) is an Investment Advisor Representative working at Advice And Planning Services in Denver, CO and has over 37 years of experience in the finance industry.
Marc Anstrom (CRD# 2264100) is an Investment Advisor Representative working at Advice And Planning Services in Durham, NC and has over 29 years of experience in the finance industry.