Lisa Ashcroft (CRD# 7325846) is an Investment Advisor Representative working at Girard Advisory Services, LLC in Reading, PA and has over 2 years of experience in the finance industry.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 6161273
Edward Jones
CRD# 5372026
Rkl Private Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Girard Advisory Services, LLC | Souderton, PA | Mar 2021 - Current | 3 |
| Univest Bank And Trust Co | Souderton, PA | Mar 2021 - Current | 3 |
| Orrstown Bank | Shippensburg, PA | Apr 2015 - Mar 2021 | 5 |
| National Penn Investors Trust Company | Wyomissing, PA | Oct 1998 - Apr 2015 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2021 |
- PA
-
Total Assets Under Management2,334MILLIONS
-
Total Number of Accounts4,622ACCOUNTS
-
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.