Joseph Smith, financial advisor Souderton PA

Joseph Smith

CRD Number: 1300062
Current Firm: Girard Advisory Services, LLC

Joseph Smith (CRD# 1300062) is an Investment Advisor Representative working at Girard Advisory Services, LLC in Souderton, PA and has over 36 years of experience in the finance industry.

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Company Name Location Dates Years
Girard Advisory Services, LLC Souderton, PA Dec 2018 - Current 2
Univest Bank & Trust Co Souderton, PA May 2016 - Dec 2018 2
National Penn Bank Allentown, PA Aug 2014 - May 2016 1
First Niagara Bank Plymouth Meeting, PA Jun 2009 - Aug 2014 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1984
S65 NASAA Investment Advisors Law Examination Jul 2019
Contact Info for Joseph D. Smith
Phone Number: 610-337-7640
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,574
    MILLIONS
  • Total Number of Accounts
    3,958
    ACCOUNTS
  • Average Account Value
    $397,728
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, GA, IL, IN, KY, MA, MD, MI, NC, NJ, NY, OH, PA, PR, RI, SC, TN, TX, VA, WI, WV

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