Kevin Leigh (CRD# 2457494) is an Investment Advisor Representative working at Girard Advisory Services, LLC in Philadelphia, PA and has over 5 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 Investment Services, LLC | Kiing Of Prussia, PA | Nov 2022 - Current | 1 |
| Girard Advisory Services, LLC | King Of Prussia, PA | Sep 2021 - Current | 2 |
| Univest Bank & Trust Co | Philadelphia, PA | Feb 2021 - Current | 3 |
| Jpmorgan Chase Bank Na | Philadelphia, PA | May 2018 - Feb 2021 | 2 |
| Jpmorgan Securities LLC | Philadelphia, PA | May 2018 - Feb 2021 | 2 |
| Bny Mellon | Philadelphia, PA | May 2013 - May 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2018 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2021 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- PA
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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)
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