Joseph Smith (CRD# 1300062) is an Investment Advisor Representative working at Girard Advisory Services, LLC in Souderton, PA and has over 39 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Girard Advisory Services, LLC | Souderton, PA | Dec 2018 - Current | 5 |
| 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 |
- 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
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