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Anita Suzanne Pring

Investment adviser representative at Advice and Planning Services
10 yearsExperience
1 stateRegistered in
$37.9BFirm assets
22 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

10 years in the industry.

  1. TIAA-CREF Individual & Institutional Services, LLCJun 2026 to now
  2. TIAAJun 2026 to now
  3. LPL Enterprise LLCOct 2025 to Jan 2026
  4. Prudential AdvisorsOct 2025 to Jan 2026
  5. Spectrum Financial GroupFeb 2025 to Jul 2025
  6. Healthy Divorce OptionsJan 2025 to May 2026
  7. Empower Advisory Group, LLCDec 2022 to Dec 2024
  8. Empower Financial Services, Inc.Dec 2022 to Dec 2024
  9. UnemployedNov 2022 to Dec 2022
  10. Fidelity Personal and Workplace AdvisorsMay 2022 to Jul 2022
  11. Fidelity Brokerage Services LLCOct 2021 to Jul 2022
  12. Fidelity InvestmentsMar 2021 to Oct 2022
  13. UnemployedJan 2021 to Mar 2021
  14. Remington Marketing GroupAug 2018 to Dec 2020
  15. Gibbs Nolte Robison RoseJun 2016 to Aug 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2001
  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 1 state (TX).

Advice and Planning Services

Legal name: TIAA-CREF Individual & Institutional Services, LLC

$37.9BAssets managed
72,503Clients
1,707Advisers
22 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4078328
Firm CRD
20472
Advisor's SEC record (opens in a new tab)
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