Elizabeth Gosek, financial advisor Yardley PA

Elizabeth Gosek

CRD Number: 4795165
Current Firm: Great Valley Advisor Group, Inc.

Elizabeth Gosek (CRD# 4795165) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Yardley, PA and has over 8 years of experience in the finance industry.

Similar Advisors
Frank Speace, financial advisor Yardley PA
Frank C. Speace
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
Similar Advisors
Gregory Abbracciamento, financial advisor Yardley PA
Gregory J. Abbracciamento
CRD# 5343110
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
John Abbracciamento, financial advisor Yardley PA
John A. Abbracciamento
CRD# 1209183
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Optimal Wealth Services Yardley, PA Aug 2023 - Current < 1
Thrive Capital Management, Llc Dba Optimal Wealth Services Yardley, PA Jun 2017 - Current 6
Optimal Wealth Services Yardley, PA Oct 2012 - Current 11
Gode, LLC Washington Crossing, PA May 2005 - Current 18
Thrive Insurance Group, LLC Fort Washington, PA May 2017 - Feb 2021 3
Thrive Financial Services, LLC Fort Washington, PA May 2017 - Feb 2021 3
Centaurus Financial Inc. Anaheim, CA Aug 2015 - Apr 2017 1
Centaurus Financial, Inc. Anaheim, CA Feb 2013 - Apr 2017 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2015
S63 Uniform Securities State Law Examination Jan 2021
Contact Info for Elizabeth Gosek
Phone Number: 302-483-7200
Firm Website: http://www.nfgfp.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    5,084
    MILLIONS
  • Total Number of Accounts
    21,345
    ACCOUNTS
  • Average Account Value
    $238,186
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Elizabeth Gosek and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.