George
Clarke

Great Valley Advisor Group, Inc

CRD#4177313
Investment Advisor
in Braintree, MA

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About this Advisor

George Clarke is a financial advisor based in Braintree, Massachusetts, working with Great Valley Advisor Group, Inc. George has previously held positions at Us Financial Advisors, LLC, Lpl Financial LLC, Abington Bank, and Holbrook Cooperative Bank. George has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts. Currently, George is part of Great Valley Advisor Group, Inc, which operates out of Braintree, Massachusetts. 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 66, Personal Financial Specialist

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

30 Braintree Hill Office Park, Suite 202
Braintree, MA 02184

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Great Valley Advisor Group, Inc Brokerage Details

Total Assets Under Management

$7,343,187,109

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

175

MA Average: 53
Total Number of Accounts

24,276

MA Average: 624
Average Account Size

$302,488

MA 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

George Clarke Work History

2018 - Present (6 years)

Abington Bank

2005 - Present (19 years)

Us Financial Advisors, LLC

2017 - 2018 (1 year)

Abington Bank

2011 - 2020 (9 years)

Lpl Financial LLC

2010 - 2017 (7 years)

Holbrook Cooperative Bank

Disclosures

Please visit the SEC profile of George Clarke 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

Marc Poulos
Wilmington, DE
James Spinelli
Wilmington, DE
Eric Johnson
Madison, WI
Alan Reese
Braintree, MA
David Guild
Altoona, WI
Robert Schmauk
Wilmington, DE
April Breheim
Black River Falls, WI
Ruth Stene
Wilmington, DE

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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