Karen Latourette, financial advisor Souderton PA

Karen Latourette

CRD Number: 1014330
Current Firm: Girard Advisory Services, LLC

Karen Latourette (CRD# 1014330) is an Investment Advisor Representative working at Girard Advisory Services, LLC in Souderton, PA and has over 41 years of experience in the finance industry.

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Company Name Location Dates Years
Girard Advisory Services, LLC Souderton, PA Mar 2020 - Current 2
Girard Investment Services, LLC Souderton, PA Jul 2019 - Current 3
Unemployed Telford, PA Feb 2019 - Jul 2019 < 1
Sei Investments Distribution Company Oaks, PA Apr 2000 - Feb 2019 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1981
S65 NASAA Investment Advisors Law Examination Feb 2020
Contact Info for Karen E. Latourette
Phone Number: 610-337-7640
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    2,415
    MILLIONS
  • Total Number of Accounts
    4,384
    ACCOUNTS
  • Average Account Value
    $550,921
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, IL, IN, MA, MD, MI, NC, NJ, NY, OH, PA, SC, SD, TX, VA, WA, WI

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