Kenneth
Divelbiss
Great Valley Advisor Group, Inc
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About this Advisor
Kenneth Divelbiss is a certified financial planner and chartered financial consultant who works in Norman, Oklahoma with a total of 9 years of relevant experience. Divelbiss works at Great Valley Advisor Group, Inc. Their career trajectory has included roles at Lpl Financial LLC (Formerly: Linsco Private Ledger) and Great Valley Advisor Group, Inc. Divelbiss maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and can operate in Oklahoma and Texas. Great Valley Advisor Group, Inc is a registered investment company that has its headquarters in Wilmington, DE. It has offices in 72 locations and a total of 146 financial advisors. It controls $5 billion in total assets between its 21,345 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. Of its 21,345 client accounts, just 3% are held by high-net-worth individuals who have at least $1 million in investable assets. The firm has 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. Financial management fees usually vary depending on which services the firm provides the client. However, fees billed by Great Valley Advisor Group, Inc likely include 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
Kenneth Divelbiss Work History
Kenneth has been registered as a financial advisor for 9 years.*
Great Valley Advisor Group, Inc
Lpl Financial LLC (Formerly: Linsco Private Ledger)
*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 Kenneth Divelbiss to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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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.
