Great Valley Advisor Group, Inc.
Great Valley Advisor Group, Inc. (CRD# 123913) is a financial advisory firm headquartered in Wilmington, DE. They manage $7,343,187,109 in 24,276 accounts and serve the financial needs of clients across 49 states (or territories).
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Total Assets Under Management7,343MILLION
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Total Number of Accounts24,276ACCOUNTS
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Average Account Value$302,488
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Therese O'connell (CRD# 4763944) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Newtown, PA and has over 18 years of experience in the finance industry.
Robert O'reilly (CRD# 5118643) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Doylestown, PA and has over 17 years of experience in the finance industry.
Gary Oman (CRD# 4096151) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Braintree, MA and has over 24 years of experience in the finance industry.
Lynn Pagans (CRD# 1504059) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Wilmington, DE and has over 37 years of experience in the finance industry.
Tyler Pahl (CRD# 6557219) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Wilmington, DE and has over 8 years of experience in the finance industry.
Eric Parnell (CRD# 4669162) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Berwyn, PA and has over 20 years of experience in the finance industry.
Traci Peterson (CRD# 5471298) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Marshall, WI and has over 16 years of experience in the finance industry.
Edward Quirk, CRC (CRD# 2563138) joined U.S. Wealth Management (USWM) as a Wealth Manager with over 20 years of experience in the financial services industry. Ed customizes and tailors specific wealth management strategies with the goal to preserve his client’s financial future and their personal needs through a comprehensive discovery process. This process helps him address any anxiety about the financial planning process, providing comfort and confidence that the client’s financial goals are aligned. Once complete, Ed provides his clients with access to specialized experts across the spectrum of wealth management; surrounding his clients with the right people, with the right skill sets, at the right time to make sound financial decisions.
Education/Registration
- Bachelor of Arts, Clark University
- Series 6, 7, and 63 held with LPL Financial. Series 65 held with U.S. Financial Advisors.
David Raymond (CRD# 2879610) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Doylestown, PA and has over 26 years of experience in the finance industry.
Alan Reese (CRD# 6298586) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Braintree, MA and has over 9 years of experience in the finance industry.