Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Ashcroft is an investment advisor representative with Girard Advisory Services, LLC, a firm with offices in King of Prussia, Pennsylvania. Lisa holds the Series 65 license, having passed the Uniform Investment Adviser Law Examination in June 2021. Lisa has been in the financial industry since at least 1998, and has a history of working with clients of various types including individuals, high net worth individuals, pension plans, charitable organizations, and corporations.
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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PA
06/09/2021 - Present
Girard Advisory Services, LLC (READING PA)
IA
Issued 06/09/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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