Adviceperiod, LLC

Adviceperiod, LLC (CRD# 169828) is a financial advisory firm headquartered in Los Angeles, CA. They manage $4,458,760,534 in 4,821 accounts and serve the financial needs of clients across 26 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,459
    MILLION
  • Total Number of Accounts
    4,821
    ACCOUNTS
  • Average Account Value
    $924,862
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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)
  • Other
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.

AZ, CA, CO, DC, FL, HI, IA, IL, LA, MA, MD, MO, NC, NE, NH, NJ, NV, NY, OH, OR, PA, RI, TX, VA, WA, WI

Financial Advisors at Adviceperiod, LLC
Showing 1 - 10 of 69 top financial advisors.
1
Mark D. Albers
CRD#: 6226751
906 Raven Claw Ct, De Pere, WI 54115

Mark Albers (CRD# 6226751) is an Investment Advisor Representative working at Adviceperiod, LLC in De Pere, WI and has over 7 years of experience in the finance industry. Mark Albers 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.

2
Michael A. Arteaga
CRD#: 6561209
2121 Avenue Of The Stars, Suite 2400, Los Angeles, CA 90067

Michael Arteaga (CRD# 6561209) is an Investment Advisor Representative working at Adviceperiod, LLC in Los Angeles, CA and has over 2 years of experience in the finance industry.

3
Alan K. Bonde
CRD#: 1002035
2121 Avenue Of The Stars, Suite 2400, Los Angeles, CA 90067

Alan Bonde (CRD# 1002035) is an Investment Advisor Representative working at Adviceperiod, LLC in Los Angeles, CA and has over 6 years of experience in the finance industry.

4
Phillip J. Boscarino
CRD#: 5961380
2121 Avenue Of The Stars, Suite 2400, Los Angeles, CA 90067

Phillip Boscarino (CRD# 5961380) is an Investment Advisor Representative working at Adviceperiod, LLC in Los Angeles, CA and has over 9 years of experience in the finance industry.

5
Todd C. Butler
CRD#: 3091223
2121 Avenue Of The Stars, Suite 2400, Los Angeles, CA 90067

Todd Butler (CRD# 3091223) is an Investment Advisor Representative working at Adviceperiod, LLC in Los Angeles, CA and has over 22 years of experience in the finance industry. Todd Butler 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.

6
Christine H. Canapari
CRD#: 4299313
650 Main Street, East Greenwich, RI 02818

Christine Canapari (CRD# 4299313) is an Investment Advisor Representative working at Adviceperiod, LLC in East Greenwich, RI and has over 16 years of experience in the finance industry.

7
Kristen M. Caseley
CRD#: 6937492
2121 Avenue Of The Stars, Suite 2400, Los Angeles, CA 90067

Kristen Caseley (CRD# 6937492) 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
Christopher G. Cerini
CRD#: 5640578
2121 Avenue Of The Stars, Suite 2400, Los Angeles, CA 90067

Christopher Cerini (CRD# 5640578) is an Investment Advisor Representative working at Adviceperiod, LLC in Los Angeles, CA and has over 12 years of experience in the finance industry.

9
Rehan Chaudhry
CRD#: 3260265
2121 Avenue Of The Stars, Suite 2400, Los Angeles, CA 90067

Rehan Chaudhry (CRD# 3260265) is an Investment Advisor Representative working at Adviceperiod, LLC in Los Angeles, CA and has over 14 years of experience in the finance industry.

10
Adam B. Clark
CRD#: 6840742
100 Chesterfield Business Parkway, Suite 200, Chesterfield, MO 63005

Adam Clark (CRD# 6840742) is an Investment Advisor Representative working at Adviceperiod, LLC in Chesterfield, MO and has over 3 years of experience in the finance industry. Adam Clark 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.

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