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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary E. Brown is a financial advisor at Girard Advisory Services, LLC. Gary E. Brown has been in the securities industry since October 6, 1999 and is registered in Delaware, Florida, Maryland, Pennsylvania and Virginia. Gary E. Brown is also registered as an investment advisor in Pennsylvania. Gary E. Brown specializes in retirement planning, financial planning, investment management, mutual fund, and other investments. Gary E. Brown is a graduate of the University of Delaware. Gary E. Brown has been with Girard Advisory Services, LLC since December 2015. Prior to that, Gary E. Brown was employed by Girard Investment Services, LLC, formerly known as Univest Investments, Inc. and Univets Bank & Trust Co.
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
01/20/2016 - Present
Girard Advisory Services, LLC (Souderton PA)
IA
Issued 01/20/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/06/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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