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)
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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
Jeffrey Arwood (CRD# 2218784) is an Investment Advisor Representative working at Advice And Planning Services in Nashville, TN and has over 32 years of experience in the finance industry.
Selmir Avdic (CRD# 4951214) is an Investment Advisor Representative working at Advice And Planning Services in Denver, CO and has over 9 years of experience in the finance industry.
Hugo Azpeitia Pedroza (CRD# 6431396) is an Investment Advisor Representative working at Advice And Planning Services in Red Oak, TX and has over 9 years of experience in the finance industry.
Robert Bacon (CRD# 6365726) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 9 years of experience in the finance industry.
Andrew Bain (CRD# 2971830) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 25 years of experience in the finance industry.
Nicholas Balmer (CRD# 5976718) is an Investment Advisor Representative working at Advice And Planning Services in Bethesda, MD and has over 12 years of experience in the finance industry.
Scott Baltuska (CRD# 5435105) is an Investment Advisor Representative working at Advice And Planning Services in Overland Park, KS and has over 16 years of experience in the finance industry.
Kenneth Bane (CRD# 4476332) is an Investment Advisor Representative working at Advice And Planning Services in Knoxville, TN and has over 22 years of experience in the finance industry.
Hermila Barajas Ramirez (CRD# 4137037) is an Investment Advisor Representative working at Advice And Planning Services in Denver, CO and has over 24 years of experience in the finance industry.
Derek Barnes (CRD# 6428763) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 9 years of experience in the finance industry.