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
Sean Coggin (CRD# 4277576) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 23 years of experience in the finance industry.
Randall Cohen (CRD# 3163483) is an Investment Advisor Representative working at Advice And Planning Services in Princeton, NJ and has over 25 years of experience in the finance industry.
Robert Cole (CRD# 5940537) is an Investment Advisor Representative working at Advice And Planning Services in Philadelphia, PA and has over 11 years of experience in the finance industry.
Addison Colgrove (CRD# 5537869) is an Investment Advisor Representative working at Advice And Planning Services in Denver, CO and has over 14 years of experience in the finance industry.
Juan Colina De Vivero (CRD# 1817907) 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.
Natalie Collins (CRD# 1539586) is an Investment Advisor Representative working at Advice And Planning Services in Ann Arbor, MI and has over 30 years of experience in the finance industry.
Jon Combs (CRD# 3259692) is an Investment Advisor Representative working at Advice And Planning Services in Denver, CO and has over 24 years of experience in the finance industry.
Patrick Conlon (CRD# 2868301) is an Investment Advisor Representative working at Advice And Planning Services in Coralville, IA and has over 27 years of experience in the finance industry.
William Connors (CRD# 3278286) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 13 years of experience in the finance industry.
Peter Contini (CRD# 2059592) is an Investment Advisor Representative working at Advice And Planning Services in Roseland, NJ and has over 33 years of experience in the finance industry.