Best Investors
Account
Sign in
Best Investors
Account
Sign in
Girard Advisory Services, LLC CRD 39163
$3.18B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
555 Croton Road Suite 210, King Of Prussia, PA 19406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2015-03-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Girard Investment Services, Llc F/K/A Univest Investments, Inc | Souderton | PA | 02/2012 | Present |
| Girard Advisory Services, Llc | Souderton | PA | 03/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-12 |
Reach out to this advisor