SG
Steven Girard
from Northstar Financial Companies, Inc.
Steven Girard is a financial advisor based in Pennsylvania, Conshohocken,
with 32 years of experience. Steven currently works for
Northstar Financial Companies, Inc..
Steven maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Steven Girard works at Northstar Financial Companies, Inc.
Northstar Financial Companies, Inc. is a financial advisory firm based in Conshohocken, Pennsylvania. It currently has approximately $204,055,278 of assets under management and employs about 9 people. Northstar Financial Companies, Inc. uses a fee structure of a percentage of assets under your management and hourly charges.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
8 years
Fee structure
A percentage of assets under your management and hourly charges
Office location
1100 E. Hector St, Suite 399, Conshohocken, Pennsylvania, 19428
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