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Lisa Elizabeth Ashcroft

Girard Advisory Services, LLC

Reading, PA

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Current Employers
Girard Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-06-09
  • PA RA
    APPROVED
    Since 2021-06-09

Branch Locations

1103 Rocky Drive, Reading, PA 19609 • 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 Advisory Services, Llc Souderton PA 03/2021 Present
Orrstown Bank Shippensburg PA 04/2015 03/2021
Univest Bank And Trust Co Souderton PA 03/2021 Present
  • 03/2021 → Present
    Girard Advisory Services, Llc
    Souderton, PA
  • 04/2015 → 03/2021
    Orrstown Bank
    Shippensburg, PA
  • 03/2021 → Present
    Univest Bank And Trust Co
    Souderton, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-09
  • S65 Uniform Investment Adviser Law Examination
    2021-06-09
Other Names
  • Lisa Ashcroft

View on SEC IAPD

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OSAIC WEALTH, INC. · READING, PA
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LPL FINANCIAL LLC · SHILLINGTON, PA
AMERIPRISE FINANCIAL SERVICES, LLC · Reading, PA
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OSAIC WEALTH, INC. · READING, PA
STATE FARM INVESTMENT MANAGEMENT CORP. · Reading, PA

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