News


Cetera Financial Group Broker-Dealers Win Prestigious Industry Awards!

Cetera Financial Group Broker-Dealers Win Prestigious Industry Awards from WealthManagement.com for Contributions to Practice Management and Advisor Transition Support First Annual Industry Awards Program From Top Industry Media Outlet Recognizes Cetera’s 90-in-90 Transition Plan and First Allied’s Pentameter Business Consulting Tool Los Angeles, Calif. – Cetera Financial Group, a leading network of independent broker-dealer firms, announced today that it won… Read more...

Girard’s move to paperless featured in InvestmentNews

Going paperless is a desire for many firms, yet few successfully make the transition that most often results in far greater speed, efficiency and accuracy.  InvestmentNews recently featured Girard Securities and its year-long process to go paperless, using technology provided by industry leader Laserfiche. "The paperless office is a perennial topic and an elusive goal for businesses in many industries." the article states. "But… Read more...

Girard Securities Honored as Top 10 Independent Broker-Dealer

Advisors rate Girard a 9.4/10 on 26 satisfaction related questions. Independent broker-dealer Girard Securities was recently named as one of the top 10 independent broker/dealers in the industry, as ranked in the WealthManagement.com “2014 Top 10 Broker-Rated IBD’s” survey. This was Girard’s first year participating in the survey, which has been running the last four years. “We are honored and… Read more...

Girard Wins Laserfiche Run Smarter Award!

The technology leader names Girard as a recipient of its most distinguished award The Run Smarter Award is the most distinguished award given each year by technology leader Laserfiche. Award recipients are selected by a committee of experts, and are chosen based on the creativity of their use of Laserfiche for business automation, the operational improvements they’ve realized, and the… Read more...

Keynote Award Winner John Barragan interviewed at Laserfiche Conference

Girard's COO, John Barragan, participated in the keynote conversation at the recent Laserfiche conference. At that conference, Laserfiche also awarded Girard it's Run Smarter Award, their most prestigious award. Read more...

Elite Team Training: Our Best NEC Yet

Girard Securities wrapped up the 2013 “Elite Team Training” National Education Conference last month after three days of networking, educational sessions and award presentations. Our advisors have told us that this was "the best NEC ever!" Many thanks to the exceptional advisors, sponsors and speakers who participated and helped make it great. Our conference kicked off a day early this… Read more...

Susie Tietjen Named Finalist for Women Who Mean Business Award

We are proud to announce that Susie Woltman Tietjen, Girard CEO and President, has been named a finalist for the San Diego Business Journal’s Women Who Mean Business Award! This annual honor is awarded to women business leaders who have made significant professional and personal contributions to the San Diego community. Susie was nominated as a result of her exemplary… Read more...

Girard Welcomes New VP of Business Development

Girard is proud to welcome David Bombart as our new Vice President of Business Development. David's new role will be integral to the firm's continued growth and long-term recruiting strategy. In addition to sharing Girard's value proposition with prospective advisors, David will be working with existing advisors to create practice acquisition opportunies and develop succession planning strategies. A seasoned recruiter,… Read more...

Girard Recruiting on a Roll in 2013

Thanks to the past quarter’s successful recruiting, the home office staff has been busy welcoming new advisors to the Girard family. We are pleased that the following advisors have chosen to come on board with Girard: Marc Click, Joe Gertie, Ken Crosser, Cliff Shum of Shum Financial, Jim Mathias and Wilma Turner of Focus Financial Group, Lillian Meyers of Meyers Financial,… Read more...

Girard Securities Featured at LaserApp 2013 Broker-Dealer Conference

John Barragan (COO) and Claire Maurer (AVP, Advisor Relations) have been invited by Laserfiche to present at the LaserApp 2013 Broker-Dealer Conference, held this August in San Diego. Girard is currently in the midst of a major Laserfiche workflow project, which will be rolled out firm-wide in early 2014. At the conference, John and Claire will be discussing the details… Read more...