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).
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Total Assets Under Management30,907MILLION
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Total Number of Accounts76,892ACCOUNTS
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Average Account Value$401,951
- 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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.