Thomas Remmey (CRD# 1385110) is an Investment Advisor Representative working at Girard Advisory Services, LLC in Souderton, PA and has over 27 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 Investment Services, Llc F/k/a Univest Investments, Inc. | Souderton, PA | Oct 2015 - Current | 8 |
| Girard Advisory Services, Llc F/k/a Girard Partners, Ltd | King Of Prussia, PA | Oct 2015 - Current | 8 |
| Allstate Insurance Co | Warminster, PA | Jan 2015 - Oct 2015 | < 1 |
| Raymond James Financial Services,inc | Perkasie, PA | Jan 2014 - Jan 2015 | 1 |
| Raymond James Financial Services Advisors Inc. | Perkasie, PA | Jan 2014 - Jan 2015 | 1 |
| Remmey Financial Group | Perkasie, PA | Jan 2014 - Jan 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1997 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2012 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- PA
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Total Assets Under Management2,334MILLIONS
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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)
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