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Andrew David Lein

Girard Pension Services, LLC

Souderton, PA

Girard Advisory Services, LLC

Souderton, PA

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Current Employers
Girard Pension Services, Llc

4600 Broadway, Allentown, PA 18104 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-01-05
  • PA RA
    APPROVED
    Since 2022-01-05

Branch Locations

14 N. Main Street, Souderton, PA 18964 • United States

Girard Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2019-02-28
  • PA RA
    APPROVED
    Since 2019-02-28

Branch Locations

14 N. Main Street, Souderton, PA 18964 • 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
Univest Bank And Trust Co Souderton PA 12/2011 08/2017
Univest Investments, Inc Souderton PA 08/2017 01/2019
Girard Investment Services, Llc Souderton PA 01/2019 Present
Girard Advisory Services, Llc King Of Prussia PA 02/2019 Present
Girard Pension Services, Llc Allentown PA 01/2022 Present
  • 12/2011 → 08/2017
    Univest Bank And Trust Co
    Souderton, PA
  • 08/2017 → 01/2019
    Univest Investments, Inc
    Souderton, PA
  • 01/2019 → Present
    Girard Investment Services, Llc
    Souderton, PA
  • 02/2019 → Present
    Girard Advisory Services, Llc
    King Of Prussia, PA
  • 01/2022 → Present
    Girard Pension Services, Llc
    Allentown, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-02-26
  • S66 Uniform Combined State Law Examination
    2019-02-26

View on SEC IAPD

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Other Offices

GIRARD ADVISORY SERVICES, LLC · SOUDERTON, PA
CETERA INVESTMENT ADVISERS LLC · SOUDERTON, PA
AMERIPRISE FINANCIAL SERVICES, LLC · Souderton, PA
LPL ENTERPRISE, LLC · SOUDERTON, PA
EDWARD JONES · SOUDERTON, PA
CETERA INVESTMENT ADVISERS LLC · SOUDERTON, PA
LPL FINANCIAL LLC · SOUDERTON, PA
KEY INVESTMENT SERVICES LLC · SOUDERTON, PA

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