William
Vansant
Girard Advisory Services, LLC
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About this Advisor
William Vansant is a certified financial planner operating out of Souderton, Pennsylvania with 8 years of relevant experience. Vansant currently works for Girard Advisory Services, LLC. Their career trajectory has included roles at Girard Advisory Services, LLC F/K/A Girard Partners, LTD and Girard Investment Services, LLC F/K/A Univest Investments, Inc. Vansant maintains a Series 63 license, qualifying them as a securities agent, and is able to work in Pennsylvania. Girard Advisory Services, LLC is a financial advisory firm based out of King Of Prussia, PA. The investment advisory business has offices in seven locations and a total of 50 employees. It manages $2 billion in assets under management across its 4,577 client accounts, making it one of the largest firms in the country by assets under management. The firm provides financial advice to 17 charitable organizations. Of its 4,577 accounts, 25% are held by high-net-worth clients who have more than $1 million in investable assets. Girard Advisory Services, LLC offers a number 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. Fees charged by financial advisors largely are based on which services are provided. However, fee types billed by Girard Advisory Services, LLC most likely consist 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
William Vansant Work History
William has been registered as a financial advisor for 8 years.*
Girard Advisory Services, LLC F/K/A Girard Partners, LTD
Girard Investment Services, LLC F/K/A 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 William Vansant 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
King Of Prussia, PA
King Of Prussia, PA
Souderton, PA
King Of Prussia, PA
King Of Prussia, PA
Souderton, PA
King Of Prussia, PA
Souderton, 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.