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Joseph Daniel Smith

Girard Advisory Services, LLC

Souderton, PA

CRD 1300062

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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 2019-07-30
  • PA RA
    APPROVED
    Since 2019-07-30

Branch Locations

41 W 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
Univest Bank & Trust Co Souderton PA 05/2016 12/2018
Girard Advisory Services, Llc Souderton PA 12/2018 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-07-30
S63 Uniform Securities Agent State Law Examination 1984-11-26
  • S65 Uniform Investment Adviser Law Examination
    2019-07-30
  • S63 Uniform Securities Agent State Law Examination
    1984-11-26
Other Names
  • J D Smith

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

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

More in Souderton, PA

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