Unclaimed Profile

David Warren Geibel

GIRARD PENSION SERVICES, LLC·ALLENTOWN, Pennsylvania

SIE, Series 6, Series 6TO, Series 7, Series 24, Series 63, Series 66Clean record21 years registeredGIRARD PENSION SERVICES, LLC

4600 BROADWAY, ALLENTOWN, PA 18104CRD# 2645082Firm CRD# 117901

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Warren Geibel · ALLENTOWN, PA

Registration

CRD #2645082 · GIRARD PENSION SERVICES, LLC · 21 years registered

Brand Profile

Not yet started

Career History

GIRARD PENSION SERVICES, LLC

Apr 2021 – present

GIRARD ADVISORY SERVICES, LLC

Apr 2011 – present

UNIVEST INVESTMENTS, INC.

Jul 2014 – Mar 2015

KING OF PRUSSIA, PA

GIRARD PARTNERS LTD.

Aug 2005 – Dec 2010

KING OF PRUSSIA, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 6TO

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · August 9, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GIRARD PENSION SERVICES, LLC

CRD 117901 · SEC 801-60904

AUM

$557M

Regulatory assets under management

Employees

117 client accounts

Services offered by GIRARD PENSION SERVICES, LLC

Per Form ADV

Selection of other advisers

Publication of periodicals/newsletters

View all advisors at GIRARD PENSION SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does David Warren Geibel offer?

David Warren Geibel specializes in Wealth Management, Fee-Only Advisory. Contact their office in ALLENTOWN, Pennsylvania for a consultation.

What are David Warren Geibel's credentials?

David Warren Geibel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Warren Geibel located?

David Warren Geibel is based in ALLENTOWN, Pennsylvania, working with GIRARD PENSION SERVICES, LLC. Their office serves clients in the ALLENTOWN metropolitan area and surrounding communities.

How does David Warren Geibel charge for services?

David Warren Geibel's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GIRARD PENSION SERVICES, LLC?

GIRARD PENSION SERVICES, LLC has approximately 14 employees and manages $557M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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