Karen
Latourette
Girard Advisory Services, LLC
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About this Advisor
Karen Latourette is a financial advisor operating out of Souderton, Pennsylvania with 3 years of industry experience. Latourette is an advisor for Girard Advisory Services, LLC. Over the course of their career, Latourette has held roles at Sei Investments Distribution Co, Girard Investment Services, LLC and Girard Advisory Services, LLC. Latourette maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Pennsylvania. Girard Advisory Services, LLC is a company headquartered in King Of Prussia, PA. It has offices in seven locations and a total of 50 people on staff. It handles $2 billion in assets under management across its 4,577 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides services to 17 charities and foundations. Of its 4,577 customer accounts, 25% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Girard Advisory Services, LLC has a broad range 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 are based on which services the firm provides the client. However, fees billed by Girard Advisory Services, LLC can include 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
Karen Latourette Work History
Karen has been registered as a financial advisor for 3 years.*
Girard Advisory Services, LLC
Girard Investment Services, LLC
Sei Investments Distribution Co
*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 Karen Latourette 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
Doylestown, PA
King Of Prussia, PA
Souderton, PA
Fort Myers, FL
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.
