Patrick
Gaines

Great Valley Advisor Group, Inc

CRD#2829164
Investment Advisor
in Miami, FL

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About this Advisor

Patrick Gaines is a financial advisor based in Miami, Florida, working with Great Valley Advisor Group, Inc. Patrick has previously held positions at Gaines Financial Group and Lpl Financial LLC. Patrick has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Patrick is part of Great Valley Advisor Group, Inc, which operates out of Miami, Florida. The firm has 72 offices and 175 employees. The firm manages assets totaling $7.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Great Valley Advisor Group, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 66

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

$7,343,187,109

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

175

FL Average: 53
Total Number of Accounts

24,276

FL Average: 624
Average Account Size

$302,488

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

Patrick Gaines Work History

2011 - Present (13 years)

Gaines Financial Group

2011 - Present (13 years)

Lpl Financial LLC

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Disclosures

Please visit the SEC profile of Patrick Gaines 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

James Spinelli
Wilmington, DE
Robert Schmauk
Wilmington, DE
Alan Reese
Braintree, MA
Eric Johnson
Madison, WI
David Guild
Altoona, WI
Marc Poulos
Wilmington, DE
Annasia Ford-Mccollum
Saint Paul, MN
Peter Augustine
Doylestown, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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