Steven
Haug
Great Valley Advisor Group, Inc
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About this Advisor
Steven Haug is a financial advisor working out of Boca Raton, Florida with 1 year of relevant experience. Haug is an advisor for Great Valley Advisor Group, Inc. Throughout their career, they have worked at Ameriprise Financial Services, Inc, Lpl Financial and Gaines Financial Group Dba Alliance Wealth Management. Haug maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida. Great Valley Advisor Group, Inc is an advisory business that has its headquarters in Wilmington, DE. The investment advisory business has offices in 72 locations and a total of 146 financial advisors. It has $5 billion in assets under management among its 21,345 client accounts, making it one of the largest firms in the country by assets under management. Of its 21,345 accounts, just 3% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The firm performs a diverse range 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. Fees for financial advisory services typically vary depending on which services the firm provides the client. Fee types billed by Great Valley Advisor Group, Inc most likely are comprised 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
Steven Haug Work History
Steven has been registered as a financial advisor for 1 years.*
Lpl Financial
Gaines Financial Group Dba Alliance Wealth Management
Ameriprise Financial Services, 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 Steven Haug 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
Waukesha, WI
Kutztown, PA
Boca Raton, FL
Altoona, WI
Doylestown, PA
Wilmington, DE
Braintree, MA
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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