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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 | 2021-06-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-09 |
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