Gary
Brown

Girard Advisory Services, LLC

CRD#3251175
Investment Advisor
in Souderton, PA

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About this Advisor

Gary Brown is a financial advisor operating in Souderton, Pennsylvania with 7 years of relevant experience. Brown works at Girard Advisory Services, LLC. The advisor has gained experience at Univest Bank & Trust Co, Girard Investment Services, LLC F/K/A Univest Investments, Inc and Girard Advisory Services, LLC F/K/A Girard Partners, LTD. Brown maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Pennsylvania. Girard Advisory Services, LLC is an advisory business that has its headquarters in King Of Prussia, PA. It has offices in seven locations and a total of 50 employees. It controls $2 billion in assets under management between its 4,577 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides financial advice to 17 charitable organizations. Of its 4,577 accounts, 25% are held by high-net-worth clients who have at least $1 million in investable assets. Girard Advisory Services, LLC provides a wide 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. Fees for financial advice vary depending on which services the firm provides the client. Fees billed by Girard Advisory Services, LLC may include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 years

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

41 W Broad Street
Souderton, PA 18964

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Girard Advisory Services, LLC Brokerage Details

Total Assets Under Management

$2,079,898,541

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

50

PA Average: 41
Total Number of Accounts

4,577

PA Average: 3,342
Average Account Size

$454,424

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

Gary Brown Work History

Gary has been registered as a financial advisor for 7 years.*

2015 - Present (9 years)

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

1999 - Present (25 years)

Univest Bank & Trust Co

1999 - Present (25 years)

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 Gary Brown 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

Thomas Hellings
Souderton, PA
Blaine Mooney
King Of Prussia, PA
Cathy Rahab
King Of Prussia, PA
James Barker
King Of Prussia, PA
David Devita
Doylestown, PA
Matthew Stratton
Fort Myers, FL
Roberta Kessler
Souderton, PA
Nicholas Plawa
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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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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