Dylan
Welsh
Girard Advisory Services, LLC
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About this Advisor
Dylan Welsh is a financial advisor based in King Of Prussia, Pennsylvania, working with Girard Advisory Services, LLC. Dylan has previously held positions at Girard Advisory Services, LLC, Emoney Advisor, Univest Bank & Trust Co, Td Bank, West Chester University, Marple Newtown High School, Delaware County Community College, and Chips Tree Service. Dylan has passed the Series 65 regulatory exam and is registered to provide services in Pennsylvania. Currently, Dylan 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
Services Offered
Fee Structure
Office Location
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Girard Advisory Services, LLC Brokerage Details
$2,333,655,591
57
4,622
$504,902
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
Dylan Welsh Work History
Girard Advisory Services, LLC
Emoney Advisor
Univest Bank & Trust Co
Td Bank
West Chester University
Chips Tree Service
Delaware County Community College
Marple Newtown High School
Disclosures
Please visit the SEC profile of Dylan Welsh 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
King Of Prussia, PA
King Of Prussia, PA
King Of Prussia, PA
King Of Prussia, PA
Doylestown, PA
King Of Prussia, PA
Souderton, PA
Souderton, PA
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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.
