Luisa
Huertas
Girard Advisory Services, LLC
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About this Advisor
Luisa Huertas is a financial advisor based in Souderton, Pennsylvania, working with Girard Advisory Services, LLC. Luisa has previously held positions at Randstad, Psu Intramural Sports, Fastdrop Main Line, Dolce Vita Desserts, Centrix Staffing Waste Management, Summer's Best Two Weeks, Pennsylvania State University, The Vanguard Group, Inc, Girard Investment Services, LLC, Walmart, and Girard Advisory Services, LLC. Luisa has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Pennsylvania. Currently, Luisa is part of Girard Advisory Services, LLC, which operates out of Souderton, 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
Luisa Huertas Work History
Girard Investment Services, LLC
Girard Advisory Services, LLC
Walmart
Summer'S Best Two Weeks
The Vanguard Group, Inc
Randstad
Randstad
Centrix Staffing Waste Management
Fastdrop Main Line
Dolce Vita Desserts
Psu Intramural Sports
Summer'S Best Two Weeks
Pennsylvania State University
Disclosures
Please visit the SEC profile of Luisa Huertas 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
Doylestown, PA
King Of Prussia, PA
King Of Prussia, PA
King Of Prussia, PA
Souderton, PA
King Of Prussia, PA
King Of Prussia, PA
King Of Prussia, PA
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