Patrick
Gaines
Great Valley Advisor Group, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Patrick Gaines is a financial advisor operating in Miami, Florida with 1 year of industry experience. Gaines currently works for Great Valley Advisor Group, Inc. Throughout their career, they have worked at Gaines Financial Group and Lpl Financial LLC. Gaines has Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Florida. Great Valley Advisor Group, Inc is an advisory company operating out of Wilmington, DE. The investment advisory business has offices in 72 locations and a total of 146 advisors. It controls $5 billion in assets between its 21,345 accounts, making it one of the largest firms in the country by assets under management. Of its 21,345 customer accounts, just 3% are held by high-net-worth individuals who have more than $1 million in assets. Great Valley Advisor Group, Inc provides a number 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. Financial management fee schedules typically depend on which services the firm provides the client. Fee types billed by Great Valley Advisor Group, Inc likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Patrick Gaines Work History
Patrick has been registered as a financial advisor for 1 years.*
Gaines Financial Group
Lpl Financial 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 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
Kutztown, PA
Waukesha, WI
Boca Raton, FL
Wilmington, DE
Wilmington, DE
Altoona, WI
Altoona, WI
Wilmington, DE
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
