Brian Hungarter, financial advisor King Of Prussia PA

Brian Hungarter

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Brian K. Hungarter
Phone Number: 610-337-7640
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    2,415
    MILLIONS
  • Total Number of Accounts
    4,384
    ACCOUNTS
  • Average Account Value
    $550,921
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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