Thomas
Remmey
Girard Advisory Services, LLC
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About this Advisor
Thomas Remmey is a financial advisor who works in Souderton, Pennsylvania who has 8 years of relevant experience. Remmey is an advisor for Girard Advisory Services, LLC. The advisor has gained experience at Univest Investments, Inc, Cco Investment Services Corp, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, Remmey Financial Group, Allstate Insurance Co, Girard Investment Services, LLC F/K/A Univest Investments, Inc and Girard Advisory Services, LLC F/K/A Girard Partners, LTD. Remmey maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Pennsylvania. Girard Advisory Services, LLC is a company based in King Of Prussia, PA. It has offices in seven locations and a total of 50 employees. It oversees $2 billion in assets under management across its 4,577 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides services to 17 charities and foundations. Of its 4,577 accounts, 25% are held by high-net-worth clients who have more than $1 million in assets. The company offers a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees largely vary depending on the type of services. However, fees billed by Girard Advisory Services, LLC can be comprised of any combination 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
Thomas Remmey Work History
Thomas has been registered as a financial advisor for 8 years.*
Girard Investment Services, LLC F/K/A Univest Investments, Inc
Girard Advisory Services, LLC F/K/A Girard Partners, LTD
Allstate Insurance Co
Raymond James Financial Services,Inc
Raymond James Financial Services Advisors Inc
Remmey Financial Group
Cco Investment Services Corp
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 Thomas Remmey 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
King Of Prussia, 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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