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ADVICE & PLANNING SERVICES LLC
ADVICE & PLANNING SERVICES LLC
YOUNGWOOD, Pennsylvania
·
1 registered advisor
·
CRD# 283626
SEC# 801-120211
0
724-635-0427
01
Firm Overview
AUM
$134M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at ADVICE & PLANNING SERVICES LLC
1 registered advisor
Ryan Douglas Naugle
YOUNGWOOD, Pennsylvania
CRD# 4392246
05
Office Locations
YOUNGWOOD, Pennsylvania
1 advisor
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Data sourced from SEC Form ADV filings. ADVICE & PLANNING SERVICES LLC (CRD# 283626) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.