Luisa Huertas (CRD# 6715297) is an Investment Advisor Representative working at Girard Advisory Services, LLC in Souderton, PA and has over 6 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 | Jun 2023 - Current | < 1 |
| Girard Investment Services, LLC | Souderton, PA | Jan 2023 - Current | 1 |
| Walmart | Quakertown, PA | Dec 2022 - Dec 2022 | < 1 |
| Unemployed | Sellersville, PA | Sep 2022 - Nov 2022 | < 1 |
| Summer's Best Two Weeks | Rector, PA | Jul 2019 - Aug 2022 | 3 |
| The Vanguard Group, Inc. | Malvern, PA | Feb 2018 - Jun 2019 | 1 |
| Randstad | Malvern, PA | May 2017 - Feb 2018 | < 1 |
| Randstad | Malvern, PA | Oct 2016 - May 2017 | < 1 |
| Summer's Best Two Weeks | Rector, PA | May 2013 - Aug 2016 | 3 |
| Centrix Staffing Waste Management | Telford, PA | Feb 2016 - May 2016 | < 1 |
| Dolce Vita Desserts | State College, PA | Sep 2015 - Dec 2015 | < 1 |
| Pennsylvania State University | State College, PA | Aug 2011 - Dec 2015 | 4 |
| Fastdrop Main Line | Telford, PA | May 2015 - Aug 2015 | < 1 |
| Psu Intramural Sports | University Park, PA | Nov 2013 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2023 |
- PA
-
Total Assets Under Management2,334MILLIONS
-
Total Number of Accounts4,622ACCOUNTS
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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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