Joel
Josephs
Great Valley Advisor Group, Inc
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About this Advisor
Joel Josephs is a financial advisor who works out of Boca Raton, Florida with 1 year of relevant experience. Josephs is on the advisory team at Great Valley Advisor Group, Inc. Their career trajectory has included roles at Lpl Financial LLC and Gaines Financial Group, Inc. Josephs has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida. Great Valley Advisor Group, Inc is a registered investment company operating out of Wilmington, DE. The company has offices in 72 locations and a total of 146 advisors. It has $5 billion in assets among its 21,345 customer accounts, placing it among the biggest firms in the United States by assets under management. Of its 21,345 customer accounts, just 3% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Great Valley Advisor Group, Inc offers a diverse range 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 largely depend on the type of financial services offered. Fee types charged by Great Valley Advisor Group, Inc can be comprised of some 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
Joel Josephs Work History
Joel has been registered as a financial advisor for 1 years.*
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 Joel Josephs 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
Wilmington, DE
Kutztown, PA
Boca Raton, FL
Waukesha, WI
Wilmington, DE
Wilmington, DE
Berryville, VA
Morrisonville, NY
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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