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William Francis Vansant

Girard Advisory Services, LLC

Souderton, PA

CRD 4511525

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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 2015-03-16
  • PA RA
    APPROVED
    Since 2015-03-16

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
Girard Advisory Services, Llc F/K/A Girard Partners, Ltd King Of Prussia PA 03/2015 Present
Girard Investment Services, Llc F/K/A Univest Investments, Inc. Souderton PA 10/2002 Present
  • 03/2015 → Present
    Girard Advisory Services, Llc F/K/A Girard Partners, Ltd
    King Of Prussia, PA
  • 10/2002 → Present
    Girard Investment Services, Llc F/K/A Univest Investments, Inc.
    Souderton, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2003-01-06
  • S63 Uniform Securities Agent State Law Examination
    2003-01-06
Designations
  • Certified Financial Planner
Other Names
  • William Francs Vansant

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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