Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Burns Devita is a financial advisor at Girard Advisory Services, LLC located in Doylestown, Pennsylvania. David has been in the industry since 2005. David is a Certified Financial Planner and Chartered Financial Analyst. David's experience includes working for Mercer Global Advisors Inc. and Univest Bank and Trust Co. Girard Advisory Services, LLC offers a variety of services to their clients including financial planning, pension consulting, and portfolio management. David has over 15 years of experience in the financial industry. David is a registered Investment Advisor Representative in Pennsylvania.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
PA
07/20/2021 - Present
Girard Advisory Services, LLC (DOYLESTOWN PA)
PA
07/07/2005 - 04/30/2008
VANGUARD MARKETING CORPORATION (MALVERN PA)
IA
Issued 08/24/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/06/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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