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GIRARD SECURITIES, INC.
GIRARD SECURITIES, INC.
SAN DIEGO, California
·
7 registered advisors
·
CRD# 18697
SEC# 801-61470
858-622-2140
01
Firm Overview
AUM
$597M
Regulatory assets under management
Employees
126
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at GIRARD SECURITIES, INC.
7 registered advisors
Gary Christopher Galarpe
SAN DIEGO, California
CRD# 2384835
Houston Allen Goddard
SAN DIEGO, California
CRD# 1260759
Jason Dylan Rogers
SAN DIEGO, California
CRD# 2641674
Margaret Susan Tietjen
SAN DIEGO, California
CRD# 1294862
Richard Paul Woltman
SAN DIEGO, California
CRD# 600264
Shirley Anne Klicman
SAN DIEGO, California
CRD# 1771713
Traci Lynn Sherrod
SAN DIEGO, California
CRD# 4321192
05
Office Locations
SAN DIEGO, California
7 advisors
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Data sourced from SEC Form ADV filings. GIRARD SECURITIES, INC. (CRD# 18697) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.