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)
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 23 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.