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Ryan Douglas Naugle

ADVICE & PLANNING SERVICES LLC·YOUNGWOOD, Pennsylvania
Clean recordADVICE & 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Ryan Douglas Naugle is a registered financial advisor based in YOUNGWOOD, Pennsylvania, affiliated with ADVICE & PLANNING SERVICES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ADVICE & PLANNING SERVICES LLC
ADVICE & PLANNING SERVICES LLC
AUM
$134M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at ADVICE & PLANNING SERVICES LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4392246
Firm CRD# 283626
View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)BERWYN (136)WEST CONSHOHOCKEN (127)MALVERN (124)HARRISBURG (82)LANCASTER (80)
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Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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