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Bruce Kevin Freeston

Girard Advisory Services, LLC

Souderton, 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 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

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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