Christopher
Briscoe

Girard Advisory Services, LLC

CRD#4199710
Investment Advisor
in King Of Prussia, PA

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About this Advisor

Christopher Briscoe is a financial advisor based in King Of Prussia, Pennsylvania, working with Girard Advisory Services, LLC. Christopher has previously held positions 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. Christopher has passed the Series 63 regulatory exam and is registered to provide services in Pennsylvania. Currently, Christopher is part of Girard Advisory Services, LLC, which operates out of King Of Prussia, 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 63, CERTIFIED FINANCIAL PLANNER™

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

555 Croton Road Suite 210
King Of Prussia, PA 19406

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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

Christopher Briscoe Work History

2014 - Present (10 years)

Girard Investment Services, LLC F/K/A Univest Investments, Inc

2014 - Present (10 years)

Girard Advisory Services, LLC F/K/A Girard Partners, LTD

2013 - 2014 (1 year)

J.P. Morgan Securities LLC

2007 - 2014 (7 years)

Jpmorgan Chase Bank Na

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

Cathy Rahab
King Of Prussia, PA
Angela Yang
King Of Prussia, PA
Pawel Durka
King Of Prussia, PA
Emily Safford
King Of Prussia, PA
David Devita
Doylestown, PA
Matthew Brady
Souderton, PA
Christopher Powers
King Of Prussia, PA
Jordan Sowhangar
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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