Andrew
Lein

Girard Advisory Services, LLC

CRD#6973493
Investment Advisor
in Souderton, PA

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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

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

14 N. Main Street
Souderton, PA 18964

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Girard Advisory Services, LLC Brokerage Details

Total Assets Under Management

$2,333,655,591

PA Average: $15,833,994,310
Total Number of Employees

57

PA Average: 41
Total Number of Accounts

4,622

PA Average: 3,342
Average Account Size

$504,902

PA Average: $4,737,880

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

2022 - Present (3 years)

Girard Pension Services, LLC

2019 - Present (6 years)

Girard Investment Services, LLC

2019 - Present (6 years)

Girard Advisory Services, LLC

2017 - 2019 (2 years)

Univest Investments, Inc

2011 - 2017 (6 years)

Univest Bank And Trust Co

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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

Cathy Rahab
King Of Prussia, PA
Timothy Ellis
King Of Prussia, PA
Thomas Remmey
Souderton, PA
David Devita
Doylestown, PA
Christopher Powers
King Of Prussia, PA
Jordan Sowhangar
Souderton, PA
Kelly Regan
King Of Prussia, PA
Matthew Brady
Souderton, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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