Louis BavielloCRD Number: 6001268
Current Firm: Great Valley Advisor Group, Inc.
Louis Baviello (CRD# 6001268) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Lemoyne, PA and has over 5 years of experience in the finance industry.
Thrivent Investment Management Inc.
Northwestern Mutual Investment Services,llc
Msi Financial Services, Inc.
|Lpl Financial LLC||Baltimore, MD||May 2016 - Current||< 1|
|Great Valley Advisor Group||Wilmington, DE||May 2016 - Current||< 1|
|Janney Montgomery Scott, LLC||Lemoyne, PA||Jul 2014 - May 2016||1|
|Bank Of America, N.a.||Reston, VA||Dec 2012 - Jul 2014||1|
|Merrill Lynch, Pierce, Fenner And Smith Incorporated||Reston, VA||May 2012 - Jul 2014||2|
|Maple Avenue Capital, LLC||Fairfax, VA||Mar 2011 - May 2012||1|
|Chain Bridge Investing, LLC||Fairfax, VA||Dec 2010 - Mar 2011||< 1|
|Kassira Financial, LLC||Springfield, VA||Aug 2010 - Mar 2011||< 1|
|Unemployed||Fairfax, VA||Jul 2009 - Aug 2010||1|
|X10 Capital Management, LLC||Fairfax, VA||May 2008 - Jul 2009||1|
|Stout Risius Ross, Inc.||Mclean, VA||Oct 2006 - May 2008||1|
|Ernst & Young||Mclean, VA||Jul 2006 - Oct 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2012|
|S65||NASAA Investment Advisors Law Examination||Apr 2011|
Total Assets Under Management520MILLIONS
Total Number of Accounts3,438ACCOUNTS
Average Account Value$151,129
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
DC, DE, FL, GA, IA, ID, IL, IN, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NY, OK, PA, SC, TX, WI