Lee
Johnson
Great Valley Advisor Group, Inc
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About this Advisor
Lee Johnson is a financial advisor operating out of Paoli, Pennsylvania, with a total of 7 years of industry experience. Johnson is on the advisory team at Great Valley Advisor Group, Inc. During their career, Johnson has held roles at Wells Fargo Advisors LLC, Lpl Financial LLC and Great Valley Advisor Group, Inc. Johnson holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Delaware and Pennsylvania. Great Valley Advisor Group, Inc is a financial advisory firm headquartered in Wilmington, DE. It has offices in 72 locations and a total of 146 financial advisors. It manages $5 billion in assets under management across its 21,345 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. Of its 21,345 client accounts, just 3% belong to high-net-worth investors who have at least $1 million in assets available to invest. Great Valley Advisor Group, Inc offers a wide array 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. A financial advisor's fees typically are based on which service is offered. However, fee types charged by Great Valley Advisor Group, Inc most likely consist 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
Lee Johnson Work History
Lee has been registered as a financial advisor for 7 years.*
Lpl Financial LLC
Great Valley Advisor Group, Inc
Wells Fargo 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 Lee Johnson 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
Kutztown, PA
Waukesha, WI
Boca Raton, FL
Altoona, WI
Wilmington, DE
Pompano Beach, FL
Black River Falls, WI
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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