Be advised. This firm is no longer registered.

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 12 top financial advisors.
1
John J. Schumacher
CRD#: 1215369
3300 E 1st Ave, Suite 550, Denver, CO 80206
96
Wealthminder
score

John Schumacher (CRD# 1215369) is an Investment Advisor Representative working at Girard Securities, Inc. in Denver, CO and has over 25 years of experience in the finance industry.

2
Coleman E. Cook
CRD#: 4655104
2286 N. State College Blvd., Fullerton, CA 92831
93
Wealthminder
score

Coleman Cook (CRD# 4655104) is an Investment Advisor Representative working at Girard Securities, Inc. in Fullerton, CA and has over 14 years of experience in the finance industry.

3
Aleksas S. Modestas
CRD#: 5608801
9560 Waples Street, Suite B, San Diego, CA 92121
93
Wealthminder
score

Aleksas Modestas (CRD# 5608801) is an Investment Advisor Representative working at Girard Securities, Inc. in San Diego, CA and has over 9 years of experience in the finance industry.

4
Melanie D. Palmer
CRD#: 5258057
5655 South Yosemite Street, Suite 450, Greenwood Village, CO 80111
93
Wealthminder
score

Melanie Palmer (CRD# 5258057) is an Investment Advisor Representative working at Girard Securities, Inc. in Greenwood Village, CO and has over 11 years of experience in the finance industry.

5
Gary W. Stratton
CRD#: 707452
3431 East Sunset Road 303-19, Las Vegas, NV 89120
93
Wealthminder
score

Gary Stratton (CRD# 707452) is an Investment Advisor Representative working at Girard Securities, Inc. in Las Vegas, NV and has over 34 years of experience in the finance industry.

6
Timothy J. Kaiser
CRD#: 5892120
9560 Waples Street, Suite B, San Diego, CA 92121
90
Wealthminder
score

Timothy Kaiser (CRD# 5892120) is an Investment Advisor Representative working at Girard Securities, Inc. in San Diego, CA and has over 4 years of experience in the finance industry.

7
Stanley J. Bartnick
CRD#: 1200658
2945 Townsgate Road, Suite 200, Westlake Village, CA 91361
83
Wealthminder
score

Stanley Bartnick (CRD# 1200658) is an Investment Advisor Representative working at Girard Securities, Inc. in Westlake Village, CA and has over 32 years of experience in the finance industry.

8
Mark Chmielewski
CRD#: 1438826
9560 Waples Street, Suite B, San Diego, CA 92121
83
Wealthminder
score

Mark Chmielewski (CRD# 1438826) is an Investment Advisor Representative working at Girard Securities, Inc. in San Diego, CA and has over 27 years of experience in the finance industry.

9
Kevin S. Woodring
CRD#: 2406107
9560 Waples Street, Suite B, San Diego, CA 92121
81
Wealthminder
score

Kevin Woodring (CRD# 2406107) 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.

10
Brenna M. Garcia
CRD#: 6379525
9560 Waples Street, Suite B, San Diego, CA 92121
76
Wealthminder
score

Brenna Garcia (CRD# 6379525) is an Investment Advisor Representative working at Girard Securities, Inc. in San Diego, CA and has 1 year of experience in the finance industry.

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