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Karen Elizabeth Latourette

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 2020-03-05
  • PA RA
    APPROVED
    Since 2020-03-05

Branch Locations

41 West Broad 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
Sei Investments Distribution Co. Oaks PA 04/2000 02/2019
Unemployed Telford PA 02/2019 07/2019
Girard Investment Services, Llc Souderton PA 07/2019 Present
Girard Advisory Services, Llc Souderton PA 03/2020 Present
  • 04/2000 → 02/2019
    Sei Investments Distribution Co.
    Oaks, PA
  • 02/2019 → 07/2019
    Unemployed
    Telford, PA
  • 07/2019 → Present
    Girard Investment Services, Llc
    Souderton, PA
  • 03/2020 → Present
    Girard Advisory Services, Llc
    Souderton, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-02-26
S63 Uniform Securities Agent State Law Examination 1981-10-28
  • S65 Uniform Investment Adviser Law Examination
    2020-02-26
  • S63 Uniform Securities Agent State Law Examination
    1981-10-28
Other Names
  • Karen E Loessl

View on SEC IAPD

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Jennifer Ashley
ROBERTA JEAN KESSLER
CURTIS MICHAEL JOHNSTON
Keegan Michael Billie
Michael T McGuire
THOMAS EDWIN HELLINGS

Other Offices

CETERA INVESTMENT ADVISERS LLC · SOUDERTON, PA
GIRARD ADVISORY SERVICES, 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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