Joseph SmithCRD 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.
Hamilton-bates Investment Research, Inc.
Oppenheimer & Company Inc.
Planning Capital Management Corp.
|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|
Total Assets Under Management1,940MILLIONS
Total Number of Accounts3,907ACCOUNTS
Average Account Value$496,660
- 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
- Selection of other advisers (including private fund managers)
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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