Keegan Michael Billie
Investment adviser representative at Girard Advisory Services, LLC
11 yearsExperience
1 stateRegistered in
$3.2BFirm assets
25 yearsFirm in business
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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
11 years in the industry.
- Girard Advisory Services, LLCNov 2025 to now
- Girard Investment Services, LLCNov 2025 to now
- MML Investors Services, LLCJun 2025 to Sep 2025
- Massmutual Life Insurance CoFeb 2025 to Sep 2025
- Equitable Advisors, LLCSep 2024 to Jan 2025
- Next Level VideoNov 2022 to Jul 2023
- Vector MarketingMay 2022 to Aug 2022
- American Automobile AssociationAug 2021 to Dec 2021
- Ultimate Events and SportsNov 2020 to Nov 2023
- WawaFeb 2020 to Mar 2025
- Seven Tap Tavern At Downingtown Country ClubMar 2019 to Jun 2019
- West Chester Area Day Care CenterJun 2017 to Nov 2025
- UnemployedAug 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 7979889
- Firm CRD
- 39163