Advice And Planning Services

Firm record

As recorded in SEC IAPD

Firm CRD

20472

SEC number

801-63550

Firm type

RIA

Assets under management

$37.9B as of Apr 21, 2026

Website

www.facebook.com/TIAA ↗

Phone

212-490-9000

Address

730 Third Avenue, New York, NY, 10017-3206

Advisors at this firm

2,588 in our index · page 26 of 52

• Aimerance KwihanganaCRD 7325329 · Frisco, TX
  Broker
• Rex Peter KyleCRD 5646767 · Frisco, TX
  Broker
• Robert L. LadislaoCRD 5091680 · Denver, CO
  IA RegisteredBroker
• Gregory James LahodaCRD 6132774 · Philadelphia, PA
  IA RegisteredBroker
• Allan J LallierCRD 4051676 · Sauquoit, NY
  IA RegisteredBroker
• James Edward LambCRD 6179568 · Frisco, TX
  Broker
• Antwan LambertCRD 5339973 · Houston, TX
  IA RegisteredBroker
• Jacob S LambertCRD 5908033 · Frisco, TX
  Broker
• Shannon Trae LambertCRD 3132310 · Charlotte, NC
  IA RegisteredBroker
• Ann Santarelli LanguascoCRD 6428822 · New York, NY
  Broker
• Jamie Brian LapishCRD 4131564 · Charlotte, NC
  IA RegisteredBroker
• Jacqueline Irene LaremCRD 8215501 · Charlotte, NC
  Broker
• Jeffrey Bernard LarsonCRD 2994426 · Belleville, WI
  IA RegisteredBroker
• Craig Anthony LaskeCRD 2007329 · Aurora, CO
  IA RegisteredBroker
• Victorine Avonda LassiterCRD 1827188 · Denver, CO
  Broker
• Chun Yin LauCRD 6301468 · Charlotte, NC
  IA RegisteredBroker
• Kathy Abigail Lazo-PinedaCRD 6527670 · Charlotte, NC
  Broker
• James Wade LeachCRD 2089515 · Frisco, TX
  Broker
• William Kenneth LeakCRD 4085684 · Charlotte, NC
  IA RegisteredBroker
• Travis Philip LectureCRD 6299038 · Charlotte, NC
  IA RegisteredBroker
• Alexis Michelle LedesmaCRD 6042741 · Frisco, TX
  Broker
• Bernadette Lai-Mui LeeCRD 2521309 · New York, NY
  IA RegisteredBroker
• Dsu Dohn LeeCRD 6500261 · Frisco, TX
  Broker
• Eva Lau LeeCRD 4625111 · Charlotte, NC
  Broker
• Katherine Eunmi LeeCRD 6266222 · Columbia, MD
  IA RegisteredBroker
• Patricia LeeCRD 2375125 · Iselin, NJ
  IA RegisteredBroker
• Suonllen Francisco LeeCRD 2371378 · Charlotte, NC
  Broker
• Major Sylvester LegrandCRD 6173732 · Charlotte, NC
  Broker
• Mary Jane LehmanCRD 2394151 · Gainesville, FL
  Broker
• Carrie Smith LeonardCRD 5236143 · Charlotte, NC
  Broker
• Niall Robert LepperCRD 5319535 · Charlotte, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• Nicholas Michael LevyCRD 5856357 · Charlotte, NC
  IA RegisteredBroker
• Breton Eugene LewellenCRD 5025883 · Frisco, TX
  Broker
• Nerissa LezaCRD 6306453 · Frisco, TX
  Broker
• Mark Alan LibnerCRD 5911666 · Frisco, TX
  IA RegisteredBroker
• Jaclyn Marine LifseyCRD 7660826 · Charlotte, NC
  IA RegisteredBroker
• Douglas Sherman LindhardtCRD 4767624 · Salt Lake City, UT
  Broker
• Lora F LindsayCRD 4805705 · Charlotte, NC
  Broker
• Adam M LittCRD 4625481 · Charlotte, NC
  Broker
• Christopher Chad LittleCRD 6067383 · Charlotte, NC
  Broker
• Chris Michael LittlejohnCRD 5686475 · Charlotte, NC
  Broker
• Jesse Jaye LlewellynCRD 5039834 · Denver, CO
  IA RegisteredBroker
• Nikki LoCRD 5720838 · Charlotte, NC
  Broker
• William Leonard LondonCRD 2555730 · Charlotte, NC
  IA RegisteredBroker
• Christian Quinn LongCRD 6940428 · Portland, OR
  IA RegisteredBroker
• Bradley Denson LoomisCRD 2563363 · St Louis, MO
  Broker
• Anthony LopezCRD 8078641 · Frisco, TX
  IA RegisteredBroker
• Phyllis Marjorie LoweCRD 2032208 · Charlotte, NC
  IA RegisteredBroker
• Romel Lionel LoweCRD 6290328 · Charlotte, NC
  Broker
• Gina Hughes LoweryCRD 5418707 · Charlotte, NC
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 21, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.