Paul
Woita
Great Valley Advisor Group, Inc
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About this Advisor
Paul Woita is a financial advisor who works out of Altoona, Wisconsin who has 8 years of industry experience. Woita is an employee of Great Valley Advisor Group, Inc. The advisor has gained experience at Princor Financial Services Corporation, Woita & Associates, Principal Life Insurance Company, Lpl Financial LLC and Great Valley Advisor Group, Inc. Woita holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Minnesota and Wisconsin. Great Valley Advisor Group, Inc is a company operating out of Wilmington, DE. It has offices in 72 locations and a total of 146 financial advisors. It oversees $5 billion in assets among its 21,345 accounts, making it one of the largest financial advisory firms in the country by assets under management. Of its 21,345 client accounts, just 3% belong to high-net-worth individuals who have more than $1 million in investable assets. Great Valley Advisor Group, Inc provides a broad array 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. A financial advisor's fees largely depend on the financial services offered. Fee types billed by Great Valley Advisor Group, Inc likely are 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
Paul Woita Work History
Paul has been registered as a financial advisor for 8 years.*
Lpl Financial LLC
Great Valley Advisor Group, Inc
Woita & Associates
Principal Life Insurance Company
Princor Financial Services 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 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
Waukesha, WI
Wilmington, DE
Kutztown, PA
Boca Raton, FL
Morrisonville, NY
Altoona, WI
Berwyn, PA
Doylestown, PA
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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