Christopher
Briscoe
Girard Advisory Services, LLC
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About this Advisor
Christopher Briscoe is a certified financial planner based in King Of Prussia, Pennsylvania who has 9 years of relevant experience. Briscoe currently works for Girard Advisory Services, LLC. During their career, Briscoe has held roles at J.P. Morgan Securities LLC, Jpmorgan Chase Bank Na, Girard Investment Services, LLC F/K/A Univest Investments, Inc and Girard Advisory Services, LLC F/K/A Girard Partners, LTD. Briscoe holds a Series 63 license, which qualifies them as a securities representative, and can work in Pennsylvania. Girard Advisory Services, LLC is a business headquartered in King Of Prussia, PA. It has offices in seven locations and a total of 50 advisors. It oversees $2 billion in total assets among its 4,577 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 17 charities and foundations. Of its 4,577 customer accounts, 25% are associated with high-net-worth investors who have more than $1 million in assets. The firm performs a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees largely depend on the type of services offered. Fees charged by Girard Advisory Services, LLC can be comprised of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Girard Advisory Services, LLC Brokerage Details
$2,079,898,541
50
4,577
$454,424
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
Christopher Briscoe Work History
Christopher has been registered as a financial advisor for 9 years.*
Girard Investment Services, LLC F/K/A Univest Investments, Inc
Girard Advisory Services, LLC F/K/A Girard Partners, LTD
J.P. Morgan Securities LLC
Jpmorgan Chase Bank Na
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christopher Briscoe 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
King Of Prussia, PA
King Of Prussia, PA
King Of Prussia, PA
Souderton, PA
King Of Prussia, PA
Fort Myers, FL
King Of Prussia, PA
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
