Robert
Georgiou
Great Valley Advisor Group, Inc
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About this Advisor
Robert Georgiou is a financial advisor operating in Pompano Beach, Florida who has 5 years of industry experience. Georgiou is an employee of Great Valley Advisor Group, Inc. Over the course of their career, they have held roles at Sunamerica Capital Services, Inc, Sunamerica Retiremant Markets, Inc, Securian Financial Services, Inc, Minnesota Life Ins Co, Evershore Financial Group, Lpl Financial LLC, Collaborative Wealth Management, Inc and Great Valley Advisor Group, Inc. Georgiou maintains Series 63 and Series 66 licenses, designating them as a securities agent, and can operate in Florida. Great Valley Advisor Group, Inc is an advisory business based in Wilmington, DE. It has offices in 72 locations and a total of 146 employees. It has $5 billion in assets across its 21,345 accounts, making it one of the largest investment advisory firms in the country by assets under management. Of its 21,345 accounts, just 3% belong to high-net-worth investors who have more than $1 million in investable assets. The firm offers a wide array 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 fees are based on the services provided. However, fees charged by Great Valley Advisor Group, Inc likely are 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
Robert Georgiou Work History
Robert 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 Ins Co
Evershore Financial Group
Sunamerica Capital Services, Inc
Sunamerica Retiremant Markets, 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 Robert Georgiou 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
Waukesha, WI
Doylestown, PA
Braintree, MA
Doylestown, PA
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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