Best Investors Account Sign in
Current Employers
Girard Advisory Services, Llc

555 Croton Road Suite 210, King Of Prussia, PA 19406 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2015-10-30
  • PA RA
    APPROVED
    Since 2015-10-30

Branch Locations

41 W Broad Street, Souderton, PA 18964 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Girard Investment Services, Llc F/K/A Univest Investments, Inc Souderton PA 10/2015 Present
Girard Advisory Services, Llc F/K/A Girard Partners, Ltd King Of Prussia PA 10/2015 Present
  • 10/2015 → Present
    Girard Investment Services, Llc F/K/A Univest Investments, Inc
    Souderton, PA
  • 10/2015 → Present
    Girard Advisory Services, Llc F/K/A Girard Partners, Ltd
    King Of Prussia, PA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-11-15
S63 Uniform Securities Agent State Law Examination 1997-02-06
  • S65 Uniform Investment Adviser Law Examination
    2012-11-15
  • S63 Uniform Securities Agent State Law Examination
    1997-02-06

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Souderton, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor