Cross Platform Program
We help make investment advisory services available in banks and credit unions.
Sharing of commissions/fees with banks is legally permissible, and if you have not considered setting up this relationship, there is no better time than now. Thanks to the relationships available at GVA, as well as LPL Financial, we can assist banks and credit unions offer investment advisory services.
GVA will help you negotiate the terms, provide initial documentation, complete compliance oversight, as well as be involved with the implementation process. Throughout all of this, we want you to feel confident that you are putting the proper relationship in place.
Don’t believe us? Here is what one of our advisors told us after successfully pairing with a local community bank:
“Based on what we were used to at our old firm, it seemed like getting set up would be a daunting task. However, after working with the Great Valley team, those concerns are behind us and we are well on our way to a successful partnership.”
Great Valley Advisor Group is powered by the resources of LPL Financial. Through this relationship, GVA advisors’ have the ability to offer their clients objective financial guidance and investment recommendations.Learn More