Advice & Planning Services LLC

Advice & Planning Services LLC (CRD# 283626) is a financial advisory firm headquartered in Youngwood, PA. They manage $133,869,123 in 594 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
10 North 4th Street, Suite 100, Youngwood, PA 15697
http://www.adviceandplanning.com
By the Numbers
  • Total Assets Under Management
    134
    MILLION
  • Total Number of Accounts
    594
    ACCOUNTS
  • Average Account Value
    $225,369
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Advice & Planning Services LLC
Showing 1 - 2 of 2 top financial advisors.
1
Christina Bryner, financial advisor Youngwood PA
Christina M. Bryner
CRD#: 6821803
10 North 4th Street, Suite 100, Youngwood, PA 15697

Christina Bryner (CRD# 6821803) is an Investment Advisor Representative working at Advice & Planning Services LLC in Youngwood, PA and has over 6 years of experience in the finance industry.

2
Ryan Naugle, financial advisor Youngwood PA
Ryan D. Naugle
CRD#: 4392246
10 North 4th Street, Suite 100, Youngwood, PA 15697

Ryan Naugle (CRD# 4392246) is an Investment Advisor Representative working at Advice & Planning Services LLC in Youngwood, PA and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals