Joseph
Manko
Advice & Planning Services LLC
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About this Advisor
Joseph Manko is a financial advisor working out of Youngwood, Pennsylvania with a total of 3 years of relevant experience. Manko is an advisor for Advice & Planning Services LLC. Manko has gained experience at Advice & Planning Services, Jim Shorkey Family Auto Group, Zoresco Equipment Company, Barnes Bros. Motorcycles & Off-Road and Schulz Service Center. Manko maintains a Series 65 license, qualifying them as an investment advisor representative, and can advise clients in Pennsylvania. Advice & Planning Services LLC is a financial advisory company that has its headquarters in Youngwood, PA. It administers $114 million in assets under management across its 510 client accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 510 accounts, 19% are associated with high-net-worth investors who have more than $1 million in assets. The firm has a set of services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules usually vary depending on which service is provided. Fee types charged by Advice & Planning Services LLC most likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Advice & Planning Services LLC Brokerage Details
$113,664,723
2
510
$222,872
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Joseph Manko Work History
Joseph has been registered as a financial advisor for 3 years.*
Advice & Planning Services
Jim Shorkey Family Auto Group
Zoresco Equipment Company
Barnes Bros. Motorcycles & Off-Road
Schulz Service Center
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joseph Manko to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Advice & Planning Services LLC
Youngwood, PA
Youngwood, PA
Youngwood, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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