RBC Capital Markets
46yrs
Top advisor by experience in Frisco
2yrs
Mohanad Abdan
Financial advisor at Advice and Planning Services
Mohanad Abdan has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Frisco, Texas. After a year at Merrill, Mohanad joined Advice and Planning Services in 2026, a firm offering financial planning, investment management, and selecting outside investment managers. Advice and Planning Services reports being paid through a percentage of assets.
One of 808 advisors with offices in Frisco, and one of 767 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office3965 Dallas Parkway Frisco Regional, Frisco, TX 75034
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$523,144
Advisors at the firm1,694
States licensed ?1 state
Services through Advice and Planning Services
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Aug 2026 – now
- Jan 2025 – May 2026MerrillPreviously
Contact Mohanad
(212) 490-9000Firm headquarters in New York, NY. Ask for Mohanad. 3965 Dallas Parkway Frisco RegionalFrisco, TX 75034Office · Get directions Facebook pageAdvice and Planning Services
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Questions to ask Mohanad
Tailored to Mohanad’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Mohanad
How do I contact Mohanad?
Call Advice and Planning Services at (212) 490-9000 and ask for Mohanad Abdan. Mohanad works from the Frisco, TX office.
How long has Mohanad been a financial advisor?
Mohanad has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Mohanad hold?
Series 66. Tap any license on this page to see what it allows.
Is Mohanad a fiduciary?
Mohanad is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mohanad paid?
Advice and Planning Services reports being paid by a percentage of the assets they manage, other fees. Ask Mohanad for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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