Peter Conte, financial advisor Souderton PA

Peter Conte

CRD Number: 1676132
Current Firm: Girard Advisory Services, LLC

Peter Conte (CRD# 1676132) is an Investment Advisor Representative working at Girard Advisory Services, LLC in Souderton, PA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Univest Bank And Trust Co Souderton, PA Sep 1989 - Current 32
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2019
Contact Info for Peter J. Conte
Phone Number: 610-337-7640
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,940
    MILLIONS
  • Total Number of Accounts
    3,907
    ACCOUNTS
  • Average Account Value
    $496,660
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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