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 27 of 52

• Todd Anthony LoweryCRD 2818917 · Louisville, KY
  IA RegisteredBroker
• Lizette LozadaCRD 2352535 · New York, NY
  Broker
• Jonathan LuCRD 6014889 · Frisco, TX
  Broker
• Carlton Lee LucasCRD 4241284 · Charlotte, NC
  Broker
• Stephen Michael LuceroCRD 2818571 · Andover, MA
  IA RegisteredBroker
• David Prew LullCRD 1992243 · Lakewood, CO
  IA RegisteredBroker
• Trevor LundbladCRD 6339281 · Cambridge, MA
  Broker
• Meredith Alaine LuxCRD 4256494 · Denver, CO
  Broker
• Christopher Shields LynchCRD 1985050 · Charlotte, NC
  Broker
• Patrick LynchCRD 5275979 · Frisco, TX
  IA RegisteredBroker
• Bradley Matthew LynettCRD 4068776 · Denver, CO
  Broker
• William Matthew LadleyCRD 7183735 · Frisco, TX
  Broker
• Afreen Hameed LakhaniCRD 8248830 · Frisco, TX
  Broker
• Patricia Ann LampeCRD 4538875 · St Louis, MO
  IA Registered
• Ivan Alejandro LanderosCRD 7341040 · Desoto, TX
  IA RegisteredBroker
• Joseph Alfred LangellaCRD 3102738 · New York, NY
  IA RegisteredBroker
• Michael James LaniganCRD 1237743 · Brookfield, WI
  IA RegisteredBroker
  Disclosure event(s) on record
• Brandy Charlene LaraCRD 8046122 · Frisco, TX
  Broker
• Drew Michael LattierCRD 7192918 · Charlotte, NC
  Broker
• Tristan Robert LatzelCRD 7089417 · Denver, CO
  IA RegisteredBroker
• Scott William LautzCRD 4213131 · Charlotte, NC
  IA RegisteredBroker
• Marcus Anthony LavalaisCRD 8084964 · Frisco, TX
  Broker
• Matthew John LavinCRD 7642092 · Charlotte, NC
  IA RegisteredBroker
• Kenneth Chaney LawingCRD 6684302 · Charlotte, NC
  Broker
• Kate Macarthur LawsonCRD 6344077 · Durham, NC
  IA RegisteredBroker
• Kelton Henderson LawsonCRD 7345372 · Salt Lake City, UT
  IA RegisteredBroker
• Misty Marie LawsonCRD 8052111 · Frisco, TX
  Broker
• Ron LawsonCRD 4733635 · Frisco, TX
  Broker
• Shavar K LazarusCRD 7642150 · Waltham, MA
  IA RegisteredBroker
  Disclosure event(s) on record
• Helen Guadalupe LazoCRD 7903125 · Frisco, TX
  Broker
• Sarah Trang LeCRD 8111809 · Seattle, WA
  IA Registered
• Thanh Huynh Dan LeCRD 7527895 · Denver, CO
  IA RegisteredBroker
• Moises LeandroCRD 5812235 · Tyler, TX
  IA RegisteredBroker
• Ayisha Danielle LeeCRD 7003464 · Waltham, MA
  Broker
• Hayden Christopher LeeCRD 7564174 · Charlotte, NC
  Broker
• Jason Daniel LeeCRD 5240828 · Seattle, WA
  IA RegisteredRegistration inactive
• David Bryan LeighCRD 5012149 · Greenville, NC
  IA RegisteredBroker
• Matthew William LembckeCRD 2843829 · Charlotte, NC
  Broker
• Steven Albert LeonCRD 7369806 · Charlotte, NC
  IA RegisteredBroker
• Brett J LeonardCRD 8111756 · East Lansing, MI
  IA Registered
• Jordan Anthony LeonardCRD 6744861 · Irvine, CA
  IA RegisteredBroker
• Aaliyah Cherelle LesterCRD 7936354 · Frisco, TX
  Broker
• Angela LestradeCRD 3249053 · Hackensack, NJ
  IA RegisteredBroker
• Alexander John LeugersCRD 5566713 · Cincinnati, OH
  IA Registered
• Bryton Richard LewisCRD 6002283 · Reno, NV
  IA RegisteredBroker
• Chauncey Quintel LewisCRD 6973452 · Frisco, TX
  Broker
• Eugina Aleyce LewisCRD 7673134 · Charlotte, NC
  Broker
• Albert Lance LimCRD 6087808 · Hamden, CT
  IA RegisteredBroker
• Ester LinCRD 7922506 · Charlotte, NC
  Broker
• Quinly LinCRD 8086948 · Charlotte, NC
  Broker

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.