Lisa Buono (CRD# 2392261) is an Investment Advisor Representative working at Girard Advisory Services, LLC in King Of Prussia, PA and has over 30 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Girard Advisory Services, LLC | King Of Prussia, PA | Jan 2019 - Current | 5 |
| Girard Investment Services, Llc F/k/a Univest Investments, Inc. | King Of Prussia, PA | Jul 2014 - Current | 9 |
| Girard Pension Services | Allentown, PA | Dec 2018 - Jan 2019 | < 1 |
| Tcg Investment Advisory, Inc. | Allentown, PA | Oct 2014 - Dec 2018 | 4 |
| Girard Partners, Ltd | King Of Prussia, PA | Apr 2011 - Dec 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1993 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2011 |
- PA
-
Total Assets Under Management2,334MILLIONS
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Total Number of Accounts4,622ACCOUNTS
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Average Account Value$504,902
- 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
- Pension consulting services
- 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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