Timothy
Mccarthy

Great Valley Advisor Group, Inc

CRD#4093949
Investment Advisor
in Avon, CT

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About this Advisor

Timothy Mccarthy is a financial advisor who works in Avon, Connecticut with 2 years of industry experience. Mccarthy is an advisor for Great Valley Advisor Group, Inc. Over the course of their career, they have held roles at Timothy S. Mccarthy, Cpa, Mccarthy Wealth Management, Lpl Financial LLC, Great Valley Advisor Group, Inc and Us Financial Advisors LLC. Mccarthy holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Connecticut and Texas. Great Valley Advisor Group, Inc is an advisory business operating out of Wilmington, DE. The firm has offices in 72 locations and a total of 146 financial advisors. It manages $5 billion in assets under management among its 21,345 client accounts, making it one of the largest firms in the nation by assets under management. Of its 21,345 accounts, just 3% belong to high-net-worth clients who have more than $1 million in investable assets. Great Valley Advisor Group, Inc provides a broad array of services, including 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 charged by financial advisors vary depending on the financial services. Fees billed by Great Valley Advisor Group, Inc can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

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

30 Tower Lane
Avon, CT 06001

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Great Valley Advisor Group, Inc Brokerage Details

Total Assets Under Management

$5,084,083,044

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

146

CT Average: 53
Total Number of Accounts

21,345

CT Average: 624
Average Account Size

$238,186

CT 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

Timothy Mccarthy Work History

Timothy has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Great Valley Advisor Group, Inc

2011 - Present (13 years)

Lpl Financial LLC

2000 - Present (24 years)

Mccarthy Wealth Management

1987 - Present (37 years)

Timothy S. Mccarthy, Cpa

2016 - 2021 (5 years)

Us Financial Advisors 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 Timothy Mccarthy 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

Tenner Stoe
Wilmington, DE
Benjamin Haas
Kutztown, PA
Todd Smiler
Boca Raton, FL
Jude Kave
Waukesha, WI
David Raymond
Doylestown, PA
Cody Kave
Waukesha, WI
Matthew Fitch
Albertville, MN
Alan Reese
Braintree, MA

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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