Advice And Planning Services

Advice And Planning Services (CRD# 20472) is a financial advisory firm headquartered in New York, NY. They manage $25,183,075,928 in 69,021 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    25,183
    MILLION
  • Total Number of Accounts
    69,021
    ACCOUNTS
  • Average Account Value
    $364,861
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 11 - 20 of 1,980 top financial advisors.
11
Danielle C. Alcide
CRD#: 5730661
Charlotte, NC 28277

Danielle Alcide (CRD# 5730661) 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.

12
John C. Aldebot
CRD#: 5522952
New York, NY 10017

John Aldebot (CRD# 5522952) is an Investment Advisor Representative working at Advice And Planning Services in New York, NY and has over 10 years of experience in the finance industry.

13
Veronica C. Aldred
CRD#: 4874707
Charlotte, NC 28277

Veronica Aldred (CRD# 4874707) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 14 years of experience in the finance industry.

14
Benyam Alemayehu
CRD#: 5237669
Denver, CO 80202

Benyam Alemayehu (CRD# 5237669) is an Investment Advisor Representative working at Advice And Planning Services in Denver, CO and has over 12 years of experience in the finance industry.

15
Suzanne D. Alexander-Doncel
CRD#: 4829809
Newark, DE 19713

Suzanne Alexander-Doncel (CRD# 4829809) is an Investment Advisor Representative working at Advice And Planning Services in Newark, DE and has over 14 years of experience in the finance industry.

16
Mark A. Alford
CRD#: 6003335
Charlotte, NC 28277

Mark Alford (CRD# 6003335) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 7 years of experience in the finance industry.

17
Justtini D. Aliaga
CRD#: 4868535
Newport Beach, CA 92660

Justtini Aliaga (CRD# 4868535) is an Investment Advisor Representative working at Advice And Planning Services in Newport Beach, CA and has over 14 years of experience in the finance industry.

18
William E. Allen
CRD#: 5229676
Denver, CO 80202

William Allen (CRD# 5229676) is an Investment Advisor Representative working at Advice And Planning Services in Denver, CO and has over 12 years of experience in the finance industry.

19
Michael A. Allocco
CRD#: 2877484
Charlotte, NC 28277

Michael Allocco (CRD# 2877484) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 22 years of experience in the finance industry.

20
Devin L. Alphin
CRD#: 6103157
Atlanta, GA 30307

Devin Alphin (CRD# 6103157) is an Investment Advisor Representative working at Advice And Planning Services in Atlanta, GA and has over 6 years of experience in the finance industry.

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