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Curtis Michael Johnston

Girard Advisory Services, LLC

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About Curtis Michael Johnston

Curtis Johnston has been in the financial services industry since May 28, 2007. Curtis is registered with the state of Pennsylvania as an Investment Advisor Representative and is currently employed by Girard Advisory Services, LLC. Prior to joining Girard Advisory Services, LLC, Curtis was employed by MetLife Securities Inc. and Metropolitan Life Insurance Company. Curtis has a Series 6, 7, 63 and 65 license. Curtis specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and selection of other advisors.

Firm Information

Curtis Johnston is currently registered with Girard Advisory Services, LLC. Girard Advisory Services, LLC is a Pennsylvania-based corporation that has been providing advisory services since 1995. The firm offers a variety of services including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisers. Girard Advisory Services, LLC manages approximately $2.3 billion in assets for individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and individuals other than high-net-worth. The firm is headquartered in King of Prussia, Pennsylvania.
Girard Advisory Services, LLC

555 CROTON ROAD

KING OF PRUSSIA, PA 19406

$2.33B

Assets Under Management

Not reported

Total Clients

50

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Curtis Johnston’s Registration & Firm History

PA

03/16/2015 - Present

Girard Advisory Services, LLC (SOUDERTON PA)

PA

05/28/2007 - 09/13/2012

METLIFE SECURITIES INC. (LANSDALE PA)

PA

05/28/2007 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (LANSDALE PA)

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Licenses & Designations

IA

Issued 04/04/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/14/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/15/2012

Series 7 - General Securities Representative Examination

BC

Issued 05/26/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Curtis Michael Johnston.
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