Audrey Libois, financial advisor Radnor PA
93 score

Audrey Libois

CRD Number: 5908805
Current Firm: Tgs Financial Advisors

Audrey Libois (CRD# 5908805) is an Investment Advisor Representative working at Tgs Financial Advisors in Radnor, PA and has over 5 years of experience in the finance industry. Audrey Libois 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
Tgs Financial Advisors Radnor, PA Nov 2010 - Current 6
Krista Bard Philadelphia, PA Oct 2010 - Oct 2010 < 1
Tourist Visa Philadelphia, PA Jun 2010 - Jul 2010 < 1
Unemployed Philadelphia, PA May 2010 - Jun 2010 < 1
Temple University Philadelphia, PA Aug 2009 - May 2010 < 1
Cofely Lyon, May 2009 - Jul 2009 < 1
Club Victor Hugo Lyon, Mar 2007 - May 2009 2
Cefam Lyon, Dec 2006 - May 2009 2
Cofely Lyon, May 2007 - Jul 2007 < 1
Universite Lyon 3 Lyon, Sep 2003 - Dec 2006 3
Club Victor Hugo Lyon, Sep 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2011
Contact Info for Audrey Libois
Phone Number: 610-892-9900
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    253
    MILLIONS
  • Total Number of Accounts
    1,125
    ACCOUNTS
  • Average Account Value
    $224,800
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

CA, FL, IL, LA, MA, NC, NH, NJ, NY, PA, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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