David
Guild
Great Valley Advisor Group, Inc
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About this Advisor
David Guild is a financial advisor based in Altoona, Wisconsin, working with Great Valley Advisor Group, Inc. David has previously held positions at Stillwater Boat Club, St. Cloud University, Univ. Of Wisconsin - River Falls, Northwestern Mutual, Ace Hardware, Minnesota Department Of Revenue, Doherty Consulting, Washington County, Concord Usa, New Richmond Fire And Rescue, and North Point Advisor Group. David has passed the Series 65 regulatory exam and is registered to provide services in Wisconsin. Currently, David is part of Great Valley Advisor Group, Inc, which operates out of Altoona, Wisconsin. The firm has 72 offices and 175 employees. The firm manages assets totaling $7.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Great Valley Advisor Group, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Great Valley Advisor Group, Inc Brokerage Details
$7,343,187,109
175
24,276
$302,488
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
David Guild Work History
North Point Advisor Group
Concord Usa
New Richmond Fire And Rescue
Minnesota Department Of Revenue
Doherty Consulting
Washington County
Ace Hardware
Minnesota Department Of Revenue
Univ. Of Wisconsin - River Falls
Northwestern Mutual
St. Cloud University
Stillwater Boat Club
Disclosures
Please visit the SEC profile of David Guild 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
Altoona, WI
Madison, WI
Wilmington, DE
Wilmington, DE
Braintree, MA
Wilmington, DE
Saint Paul, MN
Wilmington, DE
The content in this profile was updated by SmartAsset on 6/19/2024. 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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