Brian HungarterCRD Number: 5698528
Current Firm: Girard Advisory Services, LLC
Brian Hungarter (CRD# 5698528) is an Investment Advisor Representative working at Girard Advisory Services, LLC in King Of Prussia, PA and has over 3 years of experience in the finance industry. Brian Hungarter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Oppenheimer & Company Inc.
Planning Capital Management Corp.
|Girard Advisory Services, LLC||King Of Prussia, PA||Oct 2019 - Current||3|
|Keeney Financial Group||Columbia, MD||Aug 2018 - Sep 2019||1|
|Arena Strength & Conditioning, LLC||Conshohocken, PA||Mar 2018 - Aug 2018||< 1|
|Legacy Advisors, LLC||Plymouth Meeting, PA||Jul 2017 - Mar 2018||< 1|
|The Glenmede Trust Company||Philadelphia, PA||Jun 2011 - Jul 2017||6|
|Villanova University School Of Law||Villanova, PA||Aug 2010 - May 2013||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2019|
Total Assets Under Management2,415MILLIONS
Total Number of Accounts4,384ACCOUNTS
Average Account Value$550,921
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CT, DC, DE, FL, IL, IN, MA, MD, MI, NC, NJ, NY, OH, PA, SC, SD, TX, VA, WA, WI
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