Andrew
Lein
Girard Advisory Services, LLC
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About this Advisor
Andrew Lein is a financial advisor based in Souderton, Pennsylvania, working with Girard Advisory Services, LLC. Andrew has previously held positions at Univest Bank And Trust Co, Univest Investments, Inc, Girard Investment Services, LLC, Girard Advisory Services, LLC, and Girard Pension Services, LLC. Andrew has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Andrew is part of Girard Advisory Services, LLC, which operates out of Souderton, Pennsylvania. The firm has 7 offices and 57 employees. The firm manages assets totaling $2.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Girard Advisory Services, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Girard Advisory Services, LLC Brokerage Details
$2,333,655,591
57
4,622
$504,902
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Andrew Lein Work History
Girard Pension Services, LLC
Girard Investment Services, LLC
Girard Advisory Services, LLC
Univest Investments, Inc
Univest Bank And Trust Co
Disclosures
Please visit the SEC profile of Andrew Lein to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Girard Advisory Services, LLC
Souderton, PA
Souderton, PA
King Of Prussia, PA
King Of Prussia, PA
Doylestown, PA
King Of Prussia, PA
King Of Prussia, PA
King Of Prussia, PA
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