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GIRARD ADVISORY SERVICES, LLC
GIRARD ADVISORY SERVICES, LLC
KING OF PRUSSIA, Pennsylvania
·
3 registered advisors
·
CRD# 39163
SEC# 801-60354
7
610-337-7640
01
Firm Overview
AUM
$2.3B
Regulatory assets under management
Employees
57
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at GIRARD ADVISORY SERVICES, LLC
3 registered advisors
Kevin Brian Norris
KING OF PRUSSIA, Pennsylvania
CRD# 2498441
Lisa Marie Buono
KING OF PRUSSIA, Pennsylvania
CRD# 2392261
Thomas J Crossett
KING OF PRUSSIA, Pennsylvania
CRD# 3223221
05
Office Locations
KING OF PRUSSIA, Pennsylvania
3 advisors
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Data sourced from SEC Form ADV filings. GIRARD ADVISORY SERVICES, LLC (CRD# 39163) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.