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
Pamela Barnett (CRD# 5273788) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 17 years of experience in the finance industry.
Amanda Barthelemy (CRD# 5055988) is an Investment Advisor Representative working at Advice And Planning Services in West Lafayette, IN and has over 18 years of experience in the finance industry.
Michael Bartocci (CRD# 6392213) is an Investment Advisor Representative working at Advice And Planning Services in Frisco, TX and has over 9 years of experience in the finance industry.
Frank Bartolini (CRD# 2148806) is an Investment Advisor Representative working at Advice And Planning Services in Bethesda, MD and has over 32 years of experience in the finance industry.
Arnold Bassett (CRD# 4863643) is an Investment Advisor Representative working at Advice And Planning Services in Sacramento, CA and has 1 year of experience in the finance industry.
Kevin Battle (CRD# 4146876) 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.
Stephen Baumeister (CRD# 2093408) is an Investment Advisor Representative working at Advice And Planning Services in Croton-on-hudson, NY and has over 23 years of experience in the finance industry.
Philip Baxley (CRD# 4467948) is an Investment Advisor Representative working at Advice And Planning Services in Richmond, VA and has over 13 years of experience in the finance industry.
William Bayles (CRD# 6579706) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 6 years of experience in the finance industry.
Chad Beaver (CRD# 5129945) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 16 years of experience in the finance industry.