Gregg
Buxton

Great Valley Advisor Group, Inc

CRD#2029259
Investment Advisor
in Miami, FL

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About this Advisor

Gregg Buxton is a certified financial planner who works out of Miami, Florida who has 1 year of industry experience. Buxton currently works for Great Valley Advisor Group, Inc. Over the course of their career, Buxton has held roles at Lpl Financial, LLC, Msi Financial Services and Lpl Financial LLC. Buxton holds a Series 63 license, which qualifies them as a securities agent, and is approved to operate in Florida. Great Valley Advisor Group, Inc is a firm based in Wilmington, DE. It has offices in 72 locations and a total of 146 employees. It controls $5 billion in assets under management across its 21,345 client accounts, placing it among the biggest firms in the country by assets under management. Of its 21,345 customer accounts, just 3% belong to high-net-worth individuals who have more than $1 million in investable assets. Great Valley Advisor Group, Inc offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees for financial advice largely vary depending on which services the firm provides the client. Fee types charged by Great Valley Advisor Group, Inc most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3837 Nw Boca Raton Blvd
Miami, FL 33134

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Great Valley Advisor Group, Inc Brokerage Details

Total Assets Under Management

$5,084,083,044

FL Average: $20,326,190,483
Total Number of Employees

146

FL Average: 53
Total Number of Accounts

21,345

FL Average: 624
Average Account Size

$238,186

FL Average: $32,574,023

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Gregg Buxton Work History

Gregg has been registered as a financial advisor for 1 years.*

2016 - Present (8 years)

Lpl Financial LLC

2016 - 2016 (< 1 year)

Msi Financial Services

2004 - 2016 (12 years)

Lpl Financial, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Gregg Buxton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Great Valley Advisor Group, Inc

Benjamin Haas
Kutztown, PA
Jude Kave
Waukesha, WI
Todd Smiler
Boca Raton, FL
Tenner Stoe
Wilmington, DE
Damon Boyar
Wilmington, DE
David Raymond
Doylestown, PA
Ty Bernicke
Wilmington, DE
Lynn Pagans
Wilmington, DE

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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