Alfredo Negrete-abreu
Investment adviser representative at Advice and Planning Services
12 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
12 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCJan 2026 to now
- TIAAJan 2026 to now
- Bank of America, N.A.Mar 2025 to Jan 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2025 to Jan 2026
- UBS Financial Services, IncJul 2024 to Mar 2025
- Cnb Group EnterprisesJan 2022 to Apr 2022
- AmazonJan 2021 to Dec 2021
- Fisher InvestmentsOct 2020 to Jun 2024
- Wells FargoJun 2020 to Oct 2020
- Nolan Transportation GroupDec 2019 to Mar 2020
- RandstadNov 2019 to Dec 2019
- Wade Hampton Golf ClubSep 2018 to Oct 2019
- Western Carolina UniversityAug 2018 to May 2020
- Merchants Distributors IncJul 2017 to May 2020
- Everett ChevrolettJan 2017 to Jun 2017
- General Nutrition CompanySep 2016 to Oct 2018
- Lake Hickory Country ClubMay 2014 to Dec 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7239396
- Firm CRD
- 20472