Paul
Woita
Great Valley Advisor Group, Inc
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About this Advisor
Paul Woita is a financial advisor based in Altoona, Wisconsin, working with Great Valley Advisor Group, Inc. Paul has previously held positions at Princor Financial Services Corporation, Woita & Associates, Principal Life Insurance Company, Lpl Financial LLC, and Great Valley Advisor Group, Inc. Paul has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Minnesota and Wisconsin. Currently, Paul 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 a variety of clients, including high-net-worth individuals. 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
Paul Woita Work History
Lpl Financial LLC
Great Valley Advisor Group, Inc
Woita & Associates
Principal Life Insurance Company
Princor Financial Services Corporation
Disclosures
Please visit the SEC profile of Paul Woita 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
Braintree, MA
Madison, WI
Wilmington, DE
Wilmington, DE
Altoona, WI
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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