Joseph
Bennett
Great Valley Advisor Group, Inc
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About this Advisor
Joseph Bennett is a financial advisor who works out of Rock Hill, South Carolina with a total of 7 years of industry experience. Bennett currently works for Great Valley Advisor Group, Inc. During their career, Bennett has held roles at Lpl Financial, LLC, Independent Advisor Alliance, LLC, Invest Financial Corporation and Great Valley Advisor Group, Inc. Bennett holds Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in South Carolina. Great Valley Advisor Group, Inc is a financial advisory business operating out of Wilmington, DE. It has offices in 72 locations and a total of 146 people on staff. It handles $5 billion in assets under management among its 21,345 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. Of its 21,345 accounts, just 3% belong to high-net-worth investors who have greater than $1 million in assets. The business provides a diverse set 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. Fees charged by financial advisors typically are based on which service is offered. However, fee types charged by Great Valley Advisor Group, Inc can include any blend 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
Joseph Bennett Work History
Joseph has been registered as a financial advisor for 7 years.*
Great Valley Advisor Group, Inc
Lpl Financial, LLC
Independent Advisor Alliance, LLC
Invest Financial Corporation
*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 Joseph Bennett 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
Waukesha, WI
Boca Raton, FL
Brookfield, WI
Braintree, MA
Altoona, WI
Altoona, 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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