LPL Financial
38yrs
Top advisor by experience in Lewisville
1yr
Zaineb Subhe
Financial advisor at Advice and Planning Services
Zaineb Subhe has worked in the financial industry for 1 year and is a fiduciary financial advisor based in Lewisville, Texas. After a year at Merrill, Zaineb 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 68 advisors with offices in Lewisville, and one of 63 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
OfficeLewisville, TX
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
- May 2026 – now
- May 2025 – Apr 2026MerrillPreviously
Contact Zaineb
Lewisville, TXOffice · Get directions Firm main line(212) 490-9000Headquarters: Advice and Planning Services · New York, NY Facebook pageAdvice and Planning ServicesIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Zaineb
Tailored to Zaineb’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 Zaineb
How do I contact Zaineb?
Call Advice and Planning Services at (212) 490-9000 and ask for Zaineb Subhe. Zaineb works from the Lewisville, TX office.
How long has Zaineb been a financial advisor?
Zaineb has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Zaineb hold?
Series 66. Tap any license on this page to see what it allows.
Is Zaineb a fiduciary?
Zaineb is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Zaineb paid?
Advice and Planning Services reports being paid by a percentage of the assets they manage, other fees. Ask Zaineb 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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