Audrey
Libois

Tgs Financial Advisors

CRD#5908805
Investment Advisor
in Wayne, PA

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About this Advisor

Audrey Libois is a financial advisor based in Wayne, Pennsylvania, working with Tgs Financial Advisors. Audrey has previously held a position at Tgs Financial Advisors. Audrey has passed the Series 65 regulatory exam and is registered to provide services in Pennsylvania. Currently, Audrey is part of Tgs Financial Advisors, which operates out of Wayne, Pennsylvania. The firm has 1 office and 14 employees. The firm manages assets totaling $339.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Tgs Financial Advisors includes asset-based and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

100 W. Matsonford Road Building 3, Suite 304
Wayne, PA 19087

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Tgs Financial Advisors Brokerage Details

Total Assets Under Management

$339,915,094

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

14

PA Average: 41
Total Number of Accounts

1,190

PA Average: 3,342
Average Account Size

$285,643

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Audrey Libois Work History

2010 - Present (14 years)

Tgs Financial Advisors

Disclosures

Please visit the SEC profile of Audrey Libois 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 Tgs Financial Advisors

Sean Moore
Wayne, PA
Audrey Libois
Wayne, PA
Thomas Rylko
Wayne, PA
Marvin Barron
Wayne, PA
James Hemphill
Wayne, PA
Joan Hill
Wayne, 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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