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 41 - 50 of 1,980 top financial advisors.
41
Marc A. Anstrom
CRD#: 2264100
Rochester, NY 14620

Marc Anstrom (CRD# 2264100) is an Investment Advisor Representative working at Advice And Planning Services in Rochester, NY and has over 24 years of experience in the finance industry.

42
Charles G. Anthony
CRD#: 3207414
Charlotte, NC 28262

Charles Anthony (CRD# 3207414) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 20 years of experience in the finance industry.

43
Kevin L. Antol
CRD#: 4723369
Fairfax, VA 22030

Kevin Antol (CRD# 4723369) is an Investment Advisor Representative working at Advice And Planning Services in Fairfax, VA and has over 12 years of experience in the finance industry.

44
Daniel A. Arce
CRD#: 6131349
New York, NY 10017

Daniel Arce (CRD# 6131349) is an Investment Advisor Representative working at Advice And Planning Services in New York, NY and has over 6 years of experience in the finance industry.

45
Zachary S. Archer
CRD#: 5769154
Denver, CO 80202

Zachary Archer (CRD# 5769154) is an Investment Advisor Representative working at Advice And Planning Services in Denver, CO and has over 6 years of experience in the finance industry.

46
Christopher J. Arcuri
CRD#: 4760952
Charlotte, NC 28262

Christopher Arcuri (CRD# 4760952) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 15 years of experience in the finance industry.

47
Ali M. Ardehali
CRD#: 5486846
Denver, CO 80202

Ali Ardehali (CRD# 5486846) is an Investment Advisor Representative working at Advice And Planning Services in Denver, CO and has over 10 years of experience in the finance industry.

48
Carla T. Ardell
CRD#: 4701664
Denver, CO 80202

Carla Ardell (CRD# 4701664) is an Investment Advisor Representative working at Advice And Planning Services in Denver, CO and has over 15 years of experience in the finance industry.

49
Fred Ardito
CRD#: 2609240
New York, NY 10017

Fred Ardito (CRD# 2609240) is an Investment Advisor Representative working at Advice And Planning Services in New York, NY and has over 17 years of experience in the finance industry.

50
Alon A. Argov
CRD#: 2860147
Charlotte, NC 28277

Alon Argov (CRD# 2860147) 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.

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