Annasia
Ford-Mccollum

Great Valley Advisor Group, Inc

CRD#7473871
Investment Advisor
in Saint Paul, MN

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About this Advisor

Annasia Ford-Mccollum is a financial advisor based in Saint Paul, Minnesota, working with Great Valley Advisor Group, Inc. Annasia has previously held positions at Lpl Financial, LLC, Northwestern Mutual, Mapei Corporation, Alcolock, Inc, and Vivint, Inc. Annasia has passed the Series 66 regulatory exam and is registered to provide services in Minnesota. Currently, Annasia is part of Great Valley Advisor Group, Inc, which operates out of Saint Paul, Minnesota. 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

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

1625 Radio Drive, Suite 110
Saint Paul, MN 55125

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Great Valley Advisor Group, Inc Brokerage Details

Total Assets Under Management

$7,343,187,109

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

175

MN Average: 53
Total Number of Accounts

24,276

MN Average: 624
Average Account Size

$302,488

MN 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

Annasia Ford-Mccollum Work History

2022 - Present (2 years)

Lpl Financial, LLC

2021 - 2022 (1 year)

Northwestern Mutual

2016 - 2021 (5 years)

Mapei Corporation

2015 - 2016 (1 year)

Alcolock, Inc

2013 - 2015 (2 years)

Vivint, Inc

Disclosures

Please visit the SEC profile of Annasia Ford-Mccollum 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

Alan Reese
Braintree, MA
Eric Johnson
Madison, WI
James Spinelli
Wilmington, DE
Robert Schmauk
Wilmington, DE
David Guild
Altoona, WI
Marc Poulos
Wilmington, DE
Ruth Stene
Wilmington, DE
Tenner Stoe
Wilmington, DE

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