Girard Advisory Services, LLC
Girard Advisory Services, LLC (CRD# 39163) is a financial advisory firm headquartered in King Of Prussia, PA. They manage $2,415,239,580 in 4,384 accounts and serve the financial needs of clients across 22 states (or territories).
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Total Assets Under Management2,415MILLION
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Total Number of Accounts4,384ACCOUNTS
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Average Account Value$550,921
- 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
- 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
Joseph Benner (CRD# 5154920) is an Investment Advisor Representative working at Girard Advisory Services, LLC in Doylestown, PA and has over 16 years of experience in the finance industry. Joseph Benner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Renee Bowen (CRD# 2038446) is an Investment Advisor Representative working at Girard Advisory Services, LLC in King Of Prussia, PA and has over 4 years of experience in the finance industry.
Christopher Briscoe (CRD# 4199710) is an Investment Advisor Representative working at Girard Advisory Services, LLC in King Of Prussia, PA and has over 9 years of experience in the finance industry. Christopher Briscoe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Gary Brown (CRD# 3251175) is an Investment Advisor Representative working at Girard Advisory Services, LLC in Souderton, PA and has over 23 years of experience in the finance industry.
Timothy Chubb (CRD# 6136586) is an Investment Advisor Representative working at Girard Partners Ltd. in King Of Prussia, PA and has over 10 years of experience in the finance industry.
Lisa Colon (CRD# 2392261) is an Investment Advisor Representative working at Girard Advisory Services, LLC in King Of Prussia, PA and has over 29 years of experience in the finance industry.
David Devita (CRD# 4806063) is an Investment Advisor Representative working at Girard Advisory Services, LLC in Doylestown, PA and has over 17 years of experience in the finance industry. David Devita has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Pawel Durka (CRD# 7010834) is an Investment Advisor Representative working at Girard Advisory Services, LLC in King Of Prussia, PA and has over 4 years of experience in the finance industry. Pawel Durka has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
L Faulkner (CRD# 5729635) is an Investment Advisor Representative working at Girard Advisory Services, LLC in Souderton, PA and has over 13 years of experience in the finance industry.
David Geibel (CRD# 2645082) is an Investment Advisor Representative working at Girard Advisory Services, LLC in King Of Prussia, PA and has over 27 years of experience in the finance industry.