Advice And Planning Services

Advice And Planning Services (CRD# 20472) is a financial advisory firm headquartered in New York, NY. They manage $30,906,830,115 in 76,892 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    30,907
    MILLION
  • Total Number of Accounts
    76,892
    ACCOUNTS
  • Average Account Value
    $401,951
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Advice And Planning Services
Showing 21 - 30 of 1,326 top financial advisors.
21
Charles G. Anthony
CRD#: 3207414
8500 Andrew Carnegie Blvd., Charlotte Hub, Charlotte, NC 28262

Charles Anthony (CRD# 3207414) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 24 years of experience in the finance industry.

22
Kevin L. Antol
CRD#: 4723369
8500 Andrew Carnegie Blvd., Charlotte Regional, Charlotte, NC 28262

Kevin Antol (CRD# 4723369) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 17 years of experience in the finance industry.

23
Zachary S. Archer
CRD#: 5769154
1670 Broadway, Suite 2200, Denver Hub, Denver, CO 80202

Zachary Archer (CRD# 5769154) is an Investment Advisor Representative working at Advice And Planning Services in Denver, CO and has over 11 years of experience in the finance industry.

24
Fred Ardito
CRD#: 2609240
730 Third Avenue, Nyc Regional, New York, NY 10017

Fred Ardito (CRD# 2609240) is an Investment Advisor Representative working at Advice And Planning Services in New York, NY and has over 22 years of experience in the finance industry.

25
Alon A. Argov
CRD#: 2860147
8500 Andrew Carnegie Blvd., Charlotte Hub, Charlotte, NC 28262

Alon Argov (CRD# 2860147) 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.

26
Frank W. Armitage
CRD#: 2637797
14055 Riveredge Drive, Suite 320, Tampa, FL 33637

Frank Armitage (CRD# 2637797) is an Investment Advisor Representative working at Advice And Planning Services in Tampa, FL and has over 19 years of experience in the finance industry.

27
Angelena N. Armstrong
CRD#: 5711548
9600 Great Hills Trail, Suites 110, 111, 115, 124, Austin, TX 78759

Angelena Armstrong (CRD# 5711548) is an Investment Advisor Representative working at Advice And Planning Services in Austin, TX and has over 12 years of experience in the finance industry.

28
John P. Arredondo
CRD#: 4611255
1670 Broadway, Suite 3300, Denver Regional, Denver, CO 80202

John Arredondo (CRD# 4611255) is an Investment Advisor Representative working at Advice And Planning Services in Denver, CO and has over 20 years of experience in the finance industry.

29
Martin G. Arslanian-Torre
CRD#: 6948074
1835 Market Street, Suite 1600, Philadelphia, PA 19103

Martin Arslanian-Torre (CRD# 6948074) is an Investment Advisor Representative working at Advice And Planning Services in Philadelphia, PA and has over 5 years of experience in the finance industry.

30
Carlos J. Arteaga
CRD#: 6233790
6500 Emerald Parkway, Offices: 103, 106, 107, 109, 112, 117, Dublin, OH 43016

Carlos Arteaga (CRD# 6233790) is an Investment Advisor Representative working at Advice And Planning Services in Dublin, OH and has over 10 years of experience in the finance industry.

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