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Lisa Marie Buono

Girard Advisory Services, LLC

King Of Prussia, 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 2011-08-26
  • PA RA
    APPROVED
    Since 2011-08-26

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 04/2011 12/2018
Girard Investment Services, Llc F/K/A Univest Investments, Inc. King Of Prussia PA 07/2014 Present
Tcg Investment Advisory, Inc. Allentown PA 10/2014 12/2018
Girard Advisory Services, Llc King Of Prussia PA 01/2019 Present
Girard Pension Services Allentown PA 12/2018 01/2019
  • 04/2011 → 12/2018
    Girard Partners, Ltd
    King Of Prussia, PA
  • 07/2014 → Present
    Girard Investment Services, Llc F/K/A Univest Investments, Inc.
    King Of Prussia, PA
  • 10/2014 → 12/2018
    Tcg Investment Advisory, Inc.
    Allentown, PA
  • 01/2019 → Present
    Girard Advisory Services, Llc
    King Of Prussia, PA
  • 12/2018 → 01/2019
    Girard Pension Services
    Allentown, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-08-25
S63 Uniform Securities Agent State Law Examination 1993-11-19
  • S65 Uniform Investment Adviser Law Examination
    2011-08-25
  • S63 Uniform Securities Agent State Law Examination
    1993-11-19
Other Names
  • Lisa Marie Biggs
  • Lisa M Biggs
  • Lisa Marie Colon
  • Lisa Marie Buono
  • Lisa Marie Buono

View on SEC IAPD

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Other Investors

ANDREW LEE COOPER
Rebecca Michelle Drexler-Bleivik
Peter Munley
BENJAMIN JAMES SCHLEICHER
Rijo Abraham Reji
Kristen Voigtsberger
Simon F Crew
AVI NO MIDDLE NAME KANTOR

Other Offices

COOPER EAGLE, LLC · KING OF PRUSSIA, PA
LPL FINANCIAL LLC · KING OF PRUSSIA, PA
CERTIOR FINANCIAL GROUP, LLC · KING OF PRUSSIA, PA
MAGUIRE INVESTMENTS LLC · KING OF PRUSSIA, PA
JURA INVESTMENTS, LLC · KING OF PRUSSIA, PA
APOLLON FINANCIAL, LLC · King of Prussia, PA
LPL FINANCIAL LLC · KING OF PRUSSIA, PA
BANKERS LIFE ADVISORY SERVICES, INC. · KING OF PRUSSIA, PA

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