Lisa
Colon
Girard Advisory Services, LLC
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About this Advisor
Lisa Colon is a financial advisor based out of King Of Prussia, Pennsylvania with a total of 12 years of industry experience. Colon is an advisor for Girard Advisory Services, LLC. Throughout their career, they have worked at Girard Partners, LTD, Girard Investment Services, LLC F/K/A Univest Investments, Inc, Tcg Investment Advisory, Inc, Girard Advisory Services, LLC and Girard Pension Services. Colon maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Pennsylvania. Girard Advisory Services, LLC is a company operating out of King Of Prussia, PA. The investment advisory business has offices in seven locations and a total of 50 financial advisors. It oversees $2 billion in total assets between its 4,577 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 17 charities and foundations. Of its 4,577 accounts, 25% are associated with high-net-worth investors who have more than $1 million in investable assets. The company provides a number 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 charged by financial advisors usually 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
Lisa Colon Work History
Lisa has been registered as a financial advisor for 12 years.*
Girard Advisory Services, LLC
Girard Investment Services, LLC F/K/A Univest Investments, Inc
Girard Pension Services
Tcg Investment Advisory, Inc
Girard Partners, LTD
*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 Lisa Colon 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
Souderton, PA
Souderton, PA
King Of Prussia, PA
Souderton, PA
King Of Prussia, PA
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