Curtis
Johnston
Girard Advisory Services, LLC
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About this Advisor
Curtis Johnston is a financial advisor operating out of Souderton, Pennsylvania, with 8 years of relevant experience. Johnston works at Girard Advisory Services, LLC. Over the course of their career, they have held roles at Girard Investment Services, LLC F/K/A Univest Investments Inc and Girard Advisory Services, LLC. Johnston has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Pennsylvania. Girard Advisory Services, LLC is a registered investment business based out of King Of Prussia, PA. The company has offices in seven locations and a total of 50 advisors. It administers $2 billion in total assets between its 4,577 accounts, making it one of the biggest firms in the country by assets under management. The firm advises 17 charitable organizations. Of its 4,577 accounts, 25% are held by high-net-worth clients who have at least $1 million in assets. The firm provides a diverse range of services, such as 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 which service is offered. Fees charged by Girard Advisory Services, LLC may include some 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
Curtis Johnston Work History
Curtis has been registered as a financial advisor for 8 years.*
Girard Advisory Services, LLC
Girard Investment Services, LLC F/K/A Univest Investments Inc
*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 Curtis Johnston 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
Fort Myers, FL
Souderton, PA
Souderton, PA
Souderton, 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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