Therese
O'Connell
Great Valley Advisor Group, Inc
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About this Advisor
Therese O'Connell is a financial advisor who works in Newtown, Pennsylvania with a total of 6 years of relevant experience. O'Connell is an advisor for Great Valley Advisor Group, Inc. Their career trajectory has included roles at Augustine Associates, Lpl Financial, LLC, Great Valley Advisor Group, Inc, Securities America Advisors, Inc and Securities America, Inc. O'Connell holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Arizona and Pennsylvania. Great Valley Advisor Group, Inc is an advisory firm operating out of Wilmington, DE. The firm has offices in 72 locations and a total of 146 advisors. It oversees $5 billion in assets between its 21,345 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. Of its 21,345 customer accounts, just 3% are held by high-net-worth investors who have at least $1 million in assets available to invest. Great Valley Advisor Group, Inc performs a wide set 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 charged by financial advisors depend on the services. However, fees charged by Great Valley Advisor Group, Inc may 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
Therese O'Connell Work History
Therese has been registered as a financial advisor for 6 years.*
Lpl Financial, LLC
Great Valley Advisor Group, Inc
Securities America Advisors, Inc
Securities America, Inc
Augustine Associates
*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 Therese O'Connell 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
Boca Raton, FL
Wilmington, DE
Waukesha, WI
Wilmington, DE
Wilmington, DE
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.
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