Girard Securities Inc.

Girard Securities Inc.

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9560 Waples St.

San Diego, CA 92121

(858) 622-2140

girardsecurities.com

Year founded: 1986

Year end: Dec. 31

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Additional data available to subscribers:
  • No. of reps, male
  • No. of reps, female
  • No. of producing reps, male
  • No. of producing reps, female
  • No. of reps producing $500K+ /year
  • No. of CFPs
  • No. of full-time employees
  • No. of fee-based advisers served
  • Average payout per rep, per year
  • Avg. annual production of top 20% reps
  • Total payout, per year
  • Cost of E&O insurance per rep, per year
  • Affiliation fees charged per rep, per year
  • Affiliation fee coverage
  • Securities revenues
  • Securities revenues: Stocks
  • Securities revenues: Bonds
  • Securities revenues: ETFs
  • Securities revenues: Other
  • Mutual fund revenues
  • Annuities revenues
  • Annuities revenues: Fixed
  • Annuities revenues: Variable
  • Annuities revenues: Other
  • Insurance revenue
  • Insurance revenues: Life
  • Insurance revenues: Disabilities
  • Insurance revenues: LTC
  • Insurance revenues: Other
  • Alternative revenues
  • Alternative revenues: Hedge funds
  • Alternative revenues: Managed futures
  • Alternative revenues: Private placements
  • Alternative revenues: REITs
  • Alternative revenues: Other
  • Other commission revenues
  • Fee revenues: Rep-managed accounts
  • Fee revenues: Firm-managed accounts
  • Fee revenues: Outside-managed accounts
  • Fee revenues: Other
  • Fee-based assets: Clearing firm
  • Fee-based assets: Advisory firm platforms
  • Fee-based assets: Third-party money managers
  • Fee-based assets: Other
  • Is the firm, or an affiliate of the firm, registered as an investment adviser with the SEC?
  • Allows an adviser to have his/her own RIA
  • RIA platform AUM
  • Offers robo-advisory platform?
  • If not, when plans to offer a robo-platform
  • Robo-advice services offered
  • How robo-platform developed
  • Charge for robo-advisory services?

For More Information

CEOSusan W. Tietjen
Recruiting ContactScott Tietjen
(858) 622-2140 ext 239
E-mail
Compliance ContactCheryl Appleby
(858) 622-2140
E-mail
Marketing ContactJason Rogers
(858) 622-2140 ext 216
E-mail
Technology Operations ContactMukesh Mehta
310-257-7415
E-mail

Recruitment & Staffing

2018 2017 2016
No. of reps287
No. of producing reps200
No. of reps producing $100K-$499K /year0
2018 2017 2016
Total revenues$49,668,098
Commission revenues$29,099,800
Fee revenues$15,433,351
Total revenues: Other$5,134,947
2018 2017 2016
Total account assets$8,032,000,000
Fee-based assets$1,717,000,000
Total account assets: Other$6,315,000,000
Average assets per rep$27,986,063

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    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

All 2011-2016 recruitment and staffing data is as of Dec. 31 in the calendar year displayed. Prior year recruitment and staffing data is as of Sept. 30. All financial figures are for firms' year end, unless noted.

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