Luisa Fernanda Sorkness
Investment adviser representative at Girard Advisory Services, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Girard Advisory Services, LLCJun 2023 to now
- Girard Investment Services, LLCJan 2023 to now
- WalmartDec 2022 to Dec 2022
- UnemployedSep 2022 to Nov 2022
- Summer's Best Two WeeksJul 2019 to Aug 2022
- The Vanguard Group, Inc.Feb 2018 to Jun 2019
- RandstadOct 2016 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (PA).
Girard Advisory Services, LLC
$3.2BAssets managed
2,466Clients
44Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6715297
- Firm CRD
- 39163