Adviceperiod, LLC

Adviceperiod, LLC (CRD# 169828) is a financial advisory firm headquartered in Los Angeles, CA. They manage $666,968,711 in 641 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    667
    MILLION
  • Total Number of Accounts
    641
    ACCOUNTS
  • Average Account Value
    $1,040,513
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

CA, MD

Financial Advisors at Adviceperiod, LLC
Showing 1 - 10 of 10 top financial advisors.
1
Marc L. Russell
CRD#: 5020992
2121 Avenue Of The Stars, Suite 2350, Los Angeles, CA 90067
101
Wealthminder
score

Marc Russell (CRD# 5020992) is an Investment Advisor Representative working at Adviceperiod, LLC in Los Angeles, CA and has over 10 years of experience in the finance industry.

 

Marc co-founded AdvicePeriod in 2013 after serving as a Managing Director at Convergent Wealth Advisors. He believes that clients are best served by an advisor who truly integrates all facets of their financial lives including investment strategy, cash flow planning, taxes (estate, gift, and income), philanthropy, and family governance.

 

Marc graduated cum laude from Amherst College and obtained an MBA from the Wharton School at the University of Penn. He also holds the Charted Financial Analyst designation and is a member of the CFA Society of Los Angeles.

2
Jonathan Straub
CRD#: 4858068
2121 Avenue Of The Stars, Suite 2350, Los Angeles, CA 90067
98
Wealthminder
score
Jonathan Straub (CRD# 4858068) is an Investment Advisor Representative working at Adviceperiod, LLC in Los Angeles, CA and has over 11 years of experience in the finance industry.
3
Chadwick R. Canine
CRD#: 4395267
2121 Avenue Of The Stars, Suite 2350, Los Angeles, CA 90067
96
Wealthminder
score

Chadwick Canine (CRD# 4395267) is an Investment Advisor Representative working at Adviceperiod, LLC in Los Angeles, CA and has over 15 years of experience in the finance industry. Chadwick Canine has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Richard C. Nott
CRD#: 5713925
2121 Avenue Of The Stars, Suite 2350, Los Angeles, CA 90067
96
Wealthminder
score

Richard Nott (CRD# 5713925) is an Investment Advisor Representative working at Adviceperiod, LLC in Los Angeles, CA and has over 7 years of experience in the finance industry. Richard Nott has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Julia M. Cummings
CRD#: 5703940
2121 Avenue Of The Stars, Suite 2350, Los Angeles, CA 90067
93
Wealthminder
score

Julia Cummings (CRD# 5703940) is an Investment Advisor Representative working at Adviceperiod, LLC in Los Angeles, CA and has over 6 years of experience in the finance industry.

6
Matthew C. Woodward
CRD#: 5746666
2121 Avenue Of The Stars, Suite 2350, Los Angeles, CA 90067
93
Wealthminder
score

Matthew Woodward (CRD# 5746666) is an Investment Advisor Representative working at Adviceperiod, LLC in Los Angeles, CA and has over 6 years of experience in the finance industry.

7
Matthew Haghighi
CRD#: 6363832
2121 Avenue Of The Stars, Suite 2350, Los Angeles, CA 90067
88
Wealthminder
score

Matthew Haghighi (CRD# 6363832) is an Investment Advisor Representative working at Adviceperiod, LLC in Los Angeles, CA and has over 2 years of experience in the finance industry.

8
Kristen M. London
CRD#: 6210663
2121 Avenue Of The Stars, Suite 2350, Los Angeles, CA 90067
88
Wealthminder
score

Kristen London (CRD# 6210663) is an Investment Advisor Representative working at Adviceperiod, LLC in Los Angeles, CA and has over 2 years of experience in the finance industry.

9
Geoffrey A. Geppert
CRD#: 6521412
2121 Avenue Of The Stars, Suite 2350, Los Angeles, CA 90067
87
Wealthminder
score

Geoffrey Geppert (CRD# 6521412) is an Investment Advisor Representative working at Adviceperiod, LLC in Los Angeles, CA and has 1 year of experience in the finance industry.

10
Lawrence K. Miles
CRD#: 4549340
2121 Avenue Of The Stars, Suite 2350, Los Angeles, CA 90067
87
Wealthminder
score

Lawrence Miles (CRD# 4549340) is an Investment Advisor Representative working at Adviceperiod, LLC in Los Angeles, CA and has 1 year of experience in the finance industry.

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