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Andrew David Lein
Portefeuillebeheerder-Aandelen bij Girard Advisory Services LLC
Profiel
Mr. Andrew D.
Lein is a Portfolio Manager at Girard Advisory Services LLC.
Prior to joining Girard, He was an IRA specialist at Univest Bank and Trust Co.
He obtained his associate’s degree from Bucks County Community College.
Actieve functies van Andrew David Lein
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Girard Advisory Services LLC
![]() Girard Advisory Services LLC Investment ManagersFinance Girard Advisory Services LLC (Girard) is a SEC-registered investment advisor headquartered in King of Prussia, Pennsylvania. The firm was founded by Michael W. McCort in 1995 under the name Girard Partners Ltd. They are a wholly-owned subsidiary of Univest Bank & Trust Co., itself a wholly-owned subsidiary of Univest Financial Corp. (NASDAQ: UVSP). Girard provides investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and business entities. | Portefeuillebeheerder-Aandelen | 01-11-2021 |
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Bedrijven in privébezit | 1 |
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Girard Advisory Services LLC
![]() Girard Advisory Services LLC Investment ManagersFinance Girard Advisory Services LLC (Girard) is a SEC-registered investment advisor headquartered in King of Prussia, Pennsylvania. The firm was founded by Michael W. McCort in 1995 under the name Girard Partners Ltd. They are a wholly-owned subsidiary of Univest Bank & Trust Co., itself a wholly-owned subsidiary of Univest Financial Corp. (NASDAQ: UVSP). Girard provides investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and business entities. | Finance |