Lindsey
Hendrickson
Great Valley Advisor Group, Inc
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About this Advisor
Lindsey Hendrickson is a financial advisor who works in Altoona, Wisconsin with 3 years of relevant experience. Hendrickson is an advisor for Great Valley Advisor Group, Inc. The advisor has gained experience at Triad Advisors, Inc, Bernicke Wealth Management, LTD, Axcess Financial, United Health, Triad Advisors, LLC, Triad Advisors, Lpl Financial, LLC and Great Valley Advisor Group, Inc. Hendrickson holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Minnesota, Texas and Wisconsin. Great Valley Advisor Group, Inc is a firm that has its headquarters in Wilmington, DE. The investment advisory business has offices in 72 locations and a total of 146 employees. It administers $5 billion in assets among its 21,345 customer accounts, making it one of the biggest firms in the United States by assets under management. Of its 21,345 customer accounts, just 3% are held by high-net-worth individuals who have at least $1 million in assets. Great Valley Advisor Group, Inc offers a broad assortment 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 usually depend on which services are provided. However, fee types charged by Great Valley Advisor Group, Inc can be comprised 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
Lindsey Hendrickson Work History
Lindsey has been registered as a financial advisor for 3 years.*
Lpl Financial, LLC
Great Valley Advisor Group, Inc
Bernicke Wealth Management, LTD
Triad Advisors
Triad Advisors, LLC
Triad Advisors, Inc
Triad Advisors, Inc
Bernicke Wealth Management, LTD
Axcess Financial
United Health
*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 Lindsey Hendrickson 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
Waukesha, WI
Wilmington, DE
Boca Raton, FL
Kutztown, PA
Sparta, NJ
Wilmington, DE
Wilmington, DE
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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