Girard Advisory Services, LLC
Girard Advisory Services, LLC (CRD# 39163) is a financial advisory firm headquartered in King Of Prussia, PA. They manage $2,333,655,591 in 4,622 accounts and serve the financial needs of clients across 22 states (or territories).
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Total Assets Under Management2,334MILLION
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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)
AZ, CA, CT, DC, DE, FL, IL, IN, MA, MD, MI, NC, NJ, NY, OH, PA, SC, SD, TX, VA, WA, WI
Thomas Hellings (CRD# 2128581) is an Investment Advisor Representative working at Girard Advisory Services, LLC in Souderton, PA and has over 33 years of experience in the finance industry.
James Jacobson (CRD# 2227261) is an Investment Advisor Representative working at Girard Advisory Services, LLC in Souderton, PA and has over 31 years of experience in the finance industry.
Curtis Johnston (CRD# 5292264) is an Investment Advisor Representative working at Girard Advisory Services, LLC in Souderton, PA and has over 16 years of experience in the finance industry.
Barry Keck (CRD# 5635148) is an Investment Advisor Representative working at Girard Advisory Services, LLC in Allentown, PA and has over 13 years of experience in the finance industry.
Roberta Kessler (CRD# 4738929) is an Investment Advisor Representative working at Girard Advisory Services, LLC in Souderton, PA and has over 20 years of experience in the finance industry.
Andrew Lein (CRD# 6973493) is an Investment Advisor Representative working at Girard Advisory Services, LLC in Souderton, PA and has over 5 years of experience in the finance industry.
Cathy Rahab (CRD# 2707222) is an Investment Advisor Representative working at Girard Advisory Services, LLC in King Of Prussia, PA and has over 15 years of experience in the finance industry.
Kelly Regan (CRD# 6405045) 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.
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.
Nathan Rosenberg (CRD# 6634302) is an Investment Advisor Representative working at Girard Advisory Services, LLC in King Of Prussia, PA and has over 7 years of experience in the finance industry.