Tory
Klinedinst
Great Valley Advisor Group, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Tory Klinedinst is a financial advisor working in Holly Springs, North Carolina with 1 year of relevant experience. Klinedinst is currently employed by Great Valley Advisor Group, Inc. Their career trajectory has included roles at Dwm Advisors, LLC, Lpl Financial LLC and Gaines Financial Group, Inc Dba Balanced Investment Strategies. Klinedinst has Series 66 and Series 63 licenses, qualifying them as a securities agent, and is approved to work in North Carolina. Great Valley Advisor Group, Inc is a company based out of Wilmington, DE. The firm has offices in 72 locations and a total of 146 employees. It administers $5 billion in assets between its 21,345 client accounts, placing it among the largest investment advisory 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 at least $1 million in investable assets. The company provides a number 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. Fees for financial advice usually vary depending on which services the firm provides the client. However, fees charged by Great Valley Advisor Group, Inc can 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
Tory Klinedinst Work History
Tory has been registered as a financial advisor for 1 years.*
Lpl Financial LLC
Gaines Financial Group, Inc Dba Balanced Investment Strategies
Dwm Advisors, 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 Tory Klinedinst 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
Wilmington, DE
Boca Raton, FL
Waukesha, WI
Morrisonville, NY
Berryville, VA
Wilmington, DE
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.
