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
Fernando Camacho (CRD# 2015405) is an Investment Advisor Representative working at Advice And Planning Services in Philadelphia, PA and has over 14 years of experience in the finance industry.
Nicholas Camel (CRD# 5025209) is an Investment Advisor Representative working at Advice And Planning Services in Fairfax, VA and has over 9 years of experience in the finance industry.
Robert Campbell (CRD# 3263695) is an Investment Advisor Representative working at Advice And Planning Services in Melville, NY and has over 24 years of experience in the finance industry.
Troy Campbell (CRD# 2572632) is an Investment Advisor Representative working at Advice And Planning Services in Nashville, TN and has over 29 years of experience in the finance industry.
Joni Campos (CRD# 2227160) is an Investment Advisor Representative working at Advice And Planning Services in Frisco, TX and has over 18 years of experience in the finance industry.
Edilberto Cancel (CRD# 1839801) is an Investment Advisor Representative working at Advice And Planning Services in Tampa, FL and has over 25 years of experience in the finance industry.
Edmund Canlas (CRD# 2576132) is an Investment Advisor Representative working at Advice And Planning Services in Ann Arbor, MI and has over 24 years of experience in the finance industry.
Anthony Cannatelli (CRD# 2476002) is an Investment Advisor Representative working at Advice And Planning Services in Roseland, NJ and has over 29 years of experience in the finance industry.
Jason Caplan (CRD# 5873479) is an Investment Advisor Representative working at Advice And Planning Services in Memphis, TN and has over 12 years of experience in the finance industry.
Nicholas Cappadora (CRD# 5469552) 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.