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Christopher Martin Briscoe

Girard Advisory Services, LLC

King Of Prussia, PA

CRD 4199710

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Employer firm

Girard Advisory Services, LLC CRD 39163

$3.18B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Girard Advisory Services, Llc

555 Croton Road Suite 210, King Of Prussia, PA 19406 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2014-09-16
  • PA RA
    APPROVED
    Since 2014-09-16

Branch Locations

555 Croton Road Suite 210, King Of Prussia, PA 19406 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Girard Investment Services, Llc F/K/A Univest Investments, Inc Souderton PA 08/2014 Present
Girard Advisory Services, Llc F/K/A Girard Partners, Ltd King Of Prussia PA 08/2014 Present
  • 08/2014 → Present
    Girard Investment Services, Llc F/K/A Univest Investments, Inc
    Souderton, PA
  • 08/2014 → Present
    Girard Advisory Services, Llc F/K/A Girard Partners, Ltd
    King Of Prussia, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-10-04
  • S63 Uniform Securities Agent State Law Examination
    2013-10-04
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

COOPER EAGLE, LLC
LPL FINANCIAL LLC
CERTIOR FINANCIAL GROUP, LLC

Nearby Investors

ANDREW LEE COOPER
Rebecca Michelle Drexler-Bleivik
Peter Munley

Nearby Offices

COOPER EAGLE, LLC · KING OF PRUSSIA, PA
LPL FINANCIAL LLC · KING OF PRUSSIA, PA
CERTIOR FINANCIAL GROUP, LLC · KING OF PRUSSIA, PA

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