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Renee J. Bowen

Girard Advisory Services, LLC

King Of Prussia, PA

CRD 2038446

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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 2018-04-26
  • PA RA
    APPROVED
    Since 2018-04-26

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 Partners, Ltd King Of Prussia PA 09/2017 Present
Consultant Wayne PA 06/2016 09/2017
  • 09/2017 → Present
    Girard Partners, Ltd
    King Of Prussia, PA
  • 06/2016 → 09/2017
    Consultant
    Wayne, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-04-26
  • S65 Uniform Investment Adviser Law Examination
    2018-04-26
Other Names
  • Palumbo
  • Renee J Palumbo
  • Renee J Bowen

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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