Joseph
Koury
Great Valley Advisor Group, Inc
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About this Advisor
Joseph Koury is a financial advisor who works out of Pompano Beach, Florida, with a total of 5 years of relevant experience. Koury is an employee of Great Valley Advisor Group, Inc. Over the course of their career, they have held roles at Securian Financial Services Inc, Minnesota Life, Evershore Financial Group, Lpl Financial LLC, Collaborative Wealth Management, Inc and Great Valley Advisor Group, Inc. Koury maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Florida. Great Valley Advisor Group, Inc is a firm based in Wilmington, DE. The company has offices in 72 locations and a total of 146 people on staff. It oversees $5 billion in total assets among its 21,345 accounts, placing it among the largest firms in the nation by assets under management. Of its 21,345 client accounts, just 3% are associated with high-net-worth clients who have at least $1 million in investable assets. Great Valley Advisor Group, Inc performs 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 the financial services provided. Fees charged by Great Valley Advisor Group, Inc can be comprised of any blend 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
Joseph Koury Work History
Joseph has been registered as a financial advisor for 5 years.*
Great Valley Advisor Group, Inc
Lpl Financial LLC
Collaborative Wealth Management, Inc
Securian Financial Services Inc
Minnesota Life
Evershore Financial Group
*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 Joseph Koury 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
Boca Raton, FL
Kutztown, PA
Waukesha, WI
Black River Falls, WI
Wilmington, DE
Waukesha, WI
Brookfield, WI
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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