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Bruce Kevin Freeston

Girard Advisory Services, LLC

Souderton, PA

CRD 2325951

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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 2019-11-12
  • PA RA
    APPROVED
    Since 2019-11-12

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 08/2007 Present
Girard Advisory Services, Llc Souderton PA 11/2019 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-05-15
S63 Uniform Securities Agent State Law Examination 1994-01-05
  • S65 Uniform Investment Adviser Law Examination
    1997-05-15
  • S63 Uniform Securities Agent State Law Examination
    1994-01-05
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL ENTERPRISE, LLC

Nearby Investors

LUISA FERNANDA SORKNESS
Thomas Joseph Flynn
Jennifer Ashley

Nearby Offices

GIRARD ADVISORY SERVICES, LLC · SOUDERTON, PA
CETERA INVESTMENT ADVISERS LLC · SOUDERTON, PA
AMERIPRISE FINANCIAL SERVICES, LLC · Souderton, PA

More in Souderton, PA

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