Damon
Boyar
Great Valley Advisor Group, Inc
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About this Advisor
Damon Boyar is a financial advisor who works in Wilmington, Delaware with 1 year of relevant experience. Boyar is currently employed by Great Valley Advisor Group, Inc. Boyar has gained experience at Lpl Financial LLC, Gaines Financial Group, Inc and Great Valley Advisor Group, Inc. Boyar holds Series 63 and Series 66 licenses, designating them as a securities representative, and is registered to advise clients in Florida. Great Valley Advisor Group, Inc is an advisory company headquartered in Wilmington, DE. The firm has offices in 72 locations and a total of 146 employees. It oversees $5 billion in assets under management across its 21,345 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. Of its 21,345 accounts, just 3% are held by high-net-worth clients who have more than $1 million in investable assets. Great Valley Advisor Group, Inc provides 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. A financial advisor's fee schedules typically depend on which service is provided. However, fee types billed by Great Valley Advisor Group, Inc may include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Great Valley Advisor Group, Inc Brokerage Details
$5,084,083,044
146
21,345
$238,186
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
Damon Boyar Work History
Damon has been registered as a financial advisor for 1 years.*
Great Valley Advisor Group, Inc
Lpl Financial LLC
Gaines Financial Group, Inc
*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 Damon Boyar 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
Kutztown, PA
Waukesha, WI
Boca Raton, FL
Wilmington, DE
Wilmington, DE
Wilmington, DE
Altoona, WI
Altoona, WI
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