Advice & Planning Services LLC
Advice & Planning Services LLC (CRD# 283626) is a financial advisory firm headquartered in Youngwood, PA. They manage $54,057,034 in 244 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management54MILLION
Total Number of Accounts244ACCOUNTS
Average Account Value$221,545
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Christina Bryner (CRD# 6821803) is an Investment Advisor Representative working at Advice & Planning Services LLC in Youngwood, PA and has 1 year of experience in the finance industry.
Ryan Naugle (CRD# 4392246) is an Investment Advisor Representative working at Advice & Planning Services LLC in Youngwood, PA and has over 16 years of experience in the finance industry. Ryan Naugle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.