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Ryan Douglas Naugle

ADVICE & PLANNING SERVICES LLC·YOUNGWOOD, Pennsylvania
SIE, Series 7, Series 24, Series 63CFP18 years registeredADVICE & PLANNING SERVICES LLC
10 NORTH 4TH STREET, YOUNGWOOD, PA 15697CRD# 4392246Firm CRD# 283626

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ryan Douglas Naugle · YOUNGWOOD, PA
Registration
CRD #4392246 · ADVICE & PLANNING SERVICES LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

ADVICE & PLANNING SERVICES LLC
May 2016 – present
GLOBAL FINANCIAL PRIVATE CAPITAL, LLC
Apr 2015 – Apr 2016
GREENSBURG, PA
TIAA-CREF ADVICE AND PLANNING SERVICES
Jun 2011 – Apr 2015
PITTSBURGH, PA
METLIFE SECURITIES INC.
Sep 2007 – Sep 2009
DELMONT, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Registration record
First registered · September 4, 2007
Years registered · 18
Professional designation · CFP
03

Disclosure History

2013Customer Dispute·Closed-No Action

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
ADVICE & PLANNING SERVICES LLC
CRD 283626 · SEC 801-120211
AUM
$134M
Regulatory assets under management
Employees
1
594 client accounts
Services offered by ADVICE & PLANNING SERVICES LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ADVICE & PLANNING SERVICES LLC →
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05

Frequently Asked Questions

What services does Ryan Douglas Naugle offer?
Ryan Douglas Naugle specializes in Financial Planning, Investment Management. Contact their office in YOUNGWOOD, Pennsylvania for a consultation.
What are Ryan Douglas Naugle's credentials?
Ryan Douglas Naugle holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Ryan Douglas Naugle located?
Ryan Douglas Naugle is based in YOUNGWOOD, Pennsylvania, working with ADVICE & PLANNING SERVICES LLC. Their office serves clients in the YOUNGWOOD metropolitan area and surrounding communities.
How does Ryan Douglas Naugle charge for services?
Ryan Douglas Naugle's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ADVICE & PLANNING SERVICES LLC?
ADVICE & PLANNING SERVICES LLC has approximately 1 employees and manages $134M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
PITTSBURGH (289)PHILADELPHIA (208)WAYNE (87)RADNOR (71)BERWYN (68)MALVERN (58)WEST CONSHOHOCKEN (56)LANCASTER (55)CONSHOHOCKEN (50)WYOMISSING (48)
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Research
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