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Financial ADVSR advisor directory · SEC adviser records

Great Valley Advisor Group, LLC financial advisors in Newtown, PA

Every SEC-registered investment adviser representative at a Great Valley Advisor Group, LLC office in Newtown, A to Z.

The short answer

5 registered advisors work at Great Valley Advisor Group, LLC in Newtown, out of 191 at the firm nationwide; it ranks number 13 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.

Great Valley Advisor Group, LLC advisors in Newtown, A to Z

Every Great Valley Advisor Group, LLC advisor →

Great Valley Advisor Group, LLC advisors in every city and state →Great Valley Advisor Group, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Great Valley Advisor Group, LLC advisors in other cities

Berwyn, PA 76Brookfield, WI 14Woodbury, MN 10Minnetonka, MN 9Doylestown, PA 7Boca Raton, FL 6Altoona, WI 4Columbia, SC 3Allentown, PA 2Atlantic, IA 2Berryville, VA 2Braintree, MA 2Mahtomedi, MN 2Norman, OK 2Port Charlotte, FL 2

Other firms in Newtown

All Newtown advisors →

UBS Financial Services Inc. 18Main Street Financial Solutions, LLC 17Raymond James & Associates, Inc. 16Cambridge Investment Research Advisors, Inc. 12Insight Advisors, LLC 9Rockefeller Capital Management 9Osaic Wealth, Inc. 7Edward Jones 6Innova Wealth Partners, LLC 6Lri Investments 6Pw Nova Financial Services LLC 6Brick & Kyle Associates Inc. 5

Questions

How many financial advisors does Great Valley Advisor Group, LLC have in Newtown?

5 investment adviser representatives are registered at Great Valley Advisor Group, LLC offices in Newtown, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 191 nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.

Is Great Valley Advisor Group, LLC one of the largest advisor employers in Newtown?

Great Valley Advisor Group, LLC ranks number 13 in Newtown by registered advisors; UBS Financial Services Inc. has the most, with 18.

How do I check a Great Valley Advisor Group, LLC advisor in Newtown?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Great Valley Advisor Group, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.