Lisa
Colon

Girard Advisory Services, LLC

CRD#2392261
Investment Advisor
in King Of Prussia, PA

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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

Series 63, Series 65

Years Registered*

12 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

555 Croton Road Suite 210
King Of Prussia, PA 19406

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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

Lisa Colon Work History

Lisa has been registered as a financial advisor for 12 years.*

2019 - Present (5 years)

Girard Advisory Services, LLC

2014 - Present (10 years)

Girard Investment Services, LLC F/K/A Univest Investments, Inc

2018 - 2019 (1 year)

Girard Pension Services

2014 - 2018 (4 years)

Tcg Investment Advisory, Inc

2011 - 2018 (7 years)

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

Thomas Hellings
Souderton, PA
Cathy Rahab
King Of Prussia, PA
Blaine Mooney
King Of Prussia, PA
L Faulkner
Souderton, PA
Nicholas Plawa
Souderton, PA
James Barker
King Of Prussia, PA
Curtis Johnston
Souderton, PA
Renee Bowen
King Of Prussia, 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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