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 31 - 40 of 1,980 top financial advisors.
31
Paul P. Anderson
CRD#: 2799182
Melville, NY 11747

Paul Anderson (CRD# 2799182) is an Investment Advisor Representative working at Advice And Planning Services in Melville, NY and has over 22 years of experience in the finance industry.

32
Wendy M. Anderson
CRD#: 2395159
Charlotte, NC 28262

Wendy Anderson (CRD# 2395159) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 21 years of experience in the finance industry.

33
Dennis J. Andres
CRD#: 5484250
South Bend, IN 46617

Dennis Andres (CRD# 5484250) is an Investment Advisor Representative working at Advice And Planning Services in South Bend, IN and has over 11 years of experience in the finance industry.

34
Johnson G. Andrews
CRD#: 4248869
Newport Beach, CA 92660

Johnson Andrews (CRD# 4248869) is an Investment Advisor Representative working at Advice And Planning Services in Newport Beach, CA and has over 18 years of experience in the finance industry.

35
Kyle E. Andrews
CRD#: 4530854
Overland Park, KS 66210

Kyle Andrews (CRD# 4530854) is an Investment Advisor Representative working at Advice And Planning Services in Overland Park, KS and has over 17 years of experience in the finance industry.

36
Visonja Andrianopoulos
CRD#: 6161578
Waltham, MA 02453

Visonja Andrianopoulos (CRD# 6161578) is an Investment Advisor Representative working at Advice And Planning Services in Waltham, MA and has over 5 years of experience in the finance industry.

37
Caroline O. Angell
CRD#: 6817949
Melville, NY 11747

Caroline Angell (CRD# 6817949) is an Investment Advisor Representative working at Advice And Planning Services in Melville, NY and has 1 year of experience in the finance industry.

38
James R. Angwin
CRD#: 2782291
New York, NY 10017

James Angwin (CRD# 2782291) is an Investment Advisor Representative working at Advice And Planning Services in New York, NY and has over 22 years of experience in the finance industry.

39
Jennifer H. Anker
CRD#: 2871225
Bellevue, WA 98004

Jennifer Anker (CRD# 2871225) is an Investment Advisor Representative working at Advice And Planning Services in Bellevue, WA and has over 22 years of experience in the finance industry.

40
Marilyn E. Anstey
CRD#: 1553671
Denver, CO 80202

Marilyn Anstey (CRD# 1553671) is an Investment Advisor Representative working at Advice And Planning Services in Denver, CO and has over 32 years of experience in the finance industry.

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