Unclaimed Profile

Kevin Brian Norris

GIRARD ADVISORY SERVICES, LLC·KING OF PRUSSIA, Pennsylvania

SIE, Series 6, Series 7, Series 24, Series 53, Series 63, Series 65Clean record20 years registeredGIRARD ADVISORY SERVICES, LLC

555 CROTON ROAD, KING OF PRUSSIA, PA 19406CRD# 2498441Firm CRD# 39163

Profile Verification

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

Identity

Kevin Brian Norris · KING OF PRUSSIA, PA

Registration

CRD #2498441 · GIRARD ADVISORY SERVICES, LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GIRARD ADVISORY SERVICES, LLC

GIRARD PENSION SERVICES, LLC

Jul 2014 – Apr 2020

ALLENTOWN, PA

UNIVEST INVESTMENTS, INC.

Jul 2014 – Jan 2016

King of Prussia, PA

GIRARD ADVISORY SERVICES, LLC

Apr 2011 – Apr 2020

KING OF PRUSSIA, PA

GIRARD PARTNERS LTD.

Jan 2006 – Dec 2010

KING OF PRUSSIA, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 53

Series 63

Series 65

Registration record

First registered · January 13, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GIRARD ADVISORY SERVICES, LLC

CRD 39163 · SEC 801-60354

AUM

$2.3B

Regulatory assets under management

Employees

4,622 client accounts

Services offered by GIRARD ADVISORY SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GIRARD ADVISORY SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Kevin Brian Norris offer?

Kevin Brian Norris specializes in Financial Planning, Investment Management, Wealth Management.

What are Kevin Brian Norris's credentials?

Kevin Brian Norris is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin Brian Norris located?

Kevin Brian Norris is based in KING OF PRUSSIA, Pennsylvania, last registered with GIRARD ADVISORY SERVICES, LLC.

How does Kevin Brian Norris charge for services?

Kevin Brian Norris's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GIRARD ADVISORY SERVICES, LLC?

GIRARD ADVISORY SERVICES, LLC has approximately 57 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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