Girard Securities, Inc.

Girard Securities, Inc. (CRD# 18697) is a financial advisory firm headquartered in San Diego, CA. They manage $646,365,737 in 3,210 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    646
    MILLION
  • Total Number of Accounts
    3,210
    ACCOUNTS
  • Average Account Value
    $201,360
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Girard Securities, Inc.
Showing 1 - 10 of 137 top financial advisors.
1
John B. Balmer
CRD#: 4569902
101 Pacifica, Suite 155, Irvine, CA 92618
98
Wealthminder
score

John Balmer (CRD# 4569902) is an Investment Advisor Representative working at Girard Securities, Inc. in Irvine, CA and has over 14 years of experience in the finance industry.

2
Christopher D. Battreall
CRD#: 4089104
909 Fifteenth Street, Suite 1, Modesto, CA 95354
96
Wealthminder
score

Christopher Battreall (CRD# 4089104) is an Investment Advisor Representative working at Girard Securities, Inc. in Modesto, CA and has over 16 years of experience in the finance industry. Christopher Battreall 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.

3
Gregory H. Cooley
CRD#: 2876905
409 Cruise Street, Corinth, MS 38834
96
Wealthminder
score

Gregory Cooley (CRD# 2876905) is an Investment Advisor Representative working at Girard Securities, Inc. in Corinth, MS and has over 19 years of experience in the finance industry. Gregory Cooley 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.

4
Douglas C. Degroote
CRD#: 2839073
27401 Los Altos, Suite 270, Mission Viejo, CA 92691
96
Wealthminder
score

Douglas Degroote (CRD# 2839073) is an Investment Advisor Representative working at Girard Securities, Inc. in Mission Viejo, CA and has over 19 years of experience in the finance industry. Douglas Degroote 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.

5
Thad R. Dunn
CRD#: 4046939
412 West Mountain Avenue, Fort Collins, CO 80521
96
Wealthminder
score

Thad Dunn (CRD# 4046939) is an Investment Advisor Representative working at Girard Securities, Inc. in Fort Collins, CO and has over 16 years of experience in the finance industry. Thad Dunn 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.

6
Kathleen H. Fanelli
CRD#: 4628214
9560 Waples Street, Suite B, San Diego, CA 92121
96
Wealthminder
score

Kathleen Fanelli (CRD# 4628214) is an Investment Advisor Representative working at Girard Securities, Inc. in San Diego, CA and has over 13 years of experience in the finance industry. Kathleen Fanelli 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.

7
Russell L. Fox
CRD#: 2267353
9560 Waples Street, Suite B, San Diego, CA 92121
96
Wealthminder
score

Russell Fox (CRD# 2267353) is an Investment Advisor Representative working at Girard Securities, Inc. in San Diego, CA and has over 24 years of experience in the finance industry. Russell Fox 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.

8
Joseph R. Gertie
CRD#: 1461328
9560 Waples Street, Suite B, San Diego, CA 92121
96
Wealthminder
score

Joseph Gertie (CRD# 1461328) is an Investment Advisor Representative working at Girard Securities, Inc. in San Diego, CA and has over 28 years of experience in the finance industry. Joseph Gertie 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.

9
Dwayne L. Grady
CRD#: 1964511
1750 Tysons Blvd, Suite 1500, Mclean, VA 22102
96
Wealthminder
score

Dwayne Grady (CRD# 1964511) is an Investment Advisor Representative working at Girard Securities, Inc. in Mclean, VA and has over 24 years of experience in the finance industry. Dwayne Grady 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.

10
Marshall S. Huddleston
CRD#: 1123323
2286 N. State College Blvd., Fullerton, CA 92831
96
Wealthminder
score

Marshall Huddleston (CRD# 1123323) is an Investment Advisor Representative working at Girard Securities, Inc. in Fullerton, CA and has over 23 years of experience in the finance industry.

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