At GVA, we strive to provide the most up-to-date technology to our advisors. We introduced GVA’s Online Portal earlier this year, and now we are happy to announce the RIA Fees Portal (RIAFees.com) is now live!
RIAFees.com allows our advisors to view detailed and consolidated advisory fees in one convenient location. To help you better understand your practice, the portal links to all your advisory split rep IDs and includes in depth reporting.
Looking to charge a program fee on proprietary models? No problem! RIAFees.com allows you to create a firm and set a fixed or tiered fee structure.
We are pleased to announce that Lawrence Clay has joined Great Valley Advisor Group (“GVA”) as our new chief compliance officer. Larry’s addition to the team will help GVA increase their oversight in the constantly changing regulatory and compliance space. With over 20 years of combined investment and compliance experience, Larry will lead the charge for GVA as they enter into 2017.
Larry brings a breadth of investment experience, spanning over 20 years, with a variety of firms, including Merrill Lynch, Quick & Reilly, Smith Barney, and Prudential Financial. Most recently, Larry worked with First Niagara Investment Services, one of LPL’s largest clients. Larry’s knowledge, as well as experience with LPL, will allow him to hit the ground running and offer our current advisors an immediate asset as they navigate the complex and evolving compliance world. A graduate of Villanova University with a Bachelor of Science in Economics, Larry holds his Series, 7, 66, 9, 10, 24, and 4 licenses, as well as his Pennsylvania Life and Health license.
Larry is a former teacher in the Philadelphia Archdiocese and a volunteer for the Claire E. Clay Cross the Water Foundation. He spends his free time surfing, playing music, and studying Irish history, an interest that has led to a Master’s Degree from Ulster University, NI.
GVA would like to acknowledge our great group of interns for successfully completing GVA’s Summer Internship Program. We wish them the best of luck with their schoolwork and future endeavors!
All set up and ready to go for our summer internship program! GVA is excited to have this year’s students join us from Penn State, Franklin & Marshall, and St. Joseph’s Universities starting next week.
Great Valley Advisor Group (GVA) would like to introduce Lee R. Johnson, Jr., CFA as the newest member of our growing team. With over 14 years of investment experience, a former Navy submarine officer, and a Chartered Financial Analyst, Mr. Johnson has officially joined GVA as our Chief Investment Officer (CIO).
He will focus his attention on developing a consistent investment process and philosophy, assisting our advisors with investment questions, managing and monitoring internal proprietary models, and working with external analysts.
Great Valley Advisor Group (GVA) is pleased to announce the launch of our brand new website! A clean intuitive design, focused on increased speed, rich documentation, and user friendliness. After months of hard work and dedication, we are excited to officially announce the launch on March 1, 2016.
Our goal with this new website is to provide our current and potential advisors with an easier way to learn more about GVA and LPL Financial. In addition to the new features, the website will also include links to important topics, access to our online portal, news & updates, and much more.
We would like to extend a thank you to our partner, Snap Creative Marketing, who has worked hard with the GVA team over these past months. We pride ourselves on being at the forefront of technology and innovation, and look forward to hearing any feedback from you.
If you experience any problems using the new website or if you have any questions, please contact us at firstname.lastname@example.org.
The team at Great Valley Advisors and NexGen Consultants have been working hard to roll out the new GVA Online Portal. The online portal is designed to help advisors better manage their office, client accounts, compliance, and much more.
If you are an advisor who is interested in learning more about the portal, or GVA, please contact email@example.com.
Great Valley Advisor Group’s (GVA) is currently looking for rising juniors and seniors in college for their upcoming internship program. Throughout the ten week program, interns will work with one another on both short and long term projects. These projects give the interns a chance to learn more about the financial services industry. At the end of the program, each intern will present their learning to senior leadership at GVA, as well as top management firms.
If you, or someone you know, may be interested in joining the internship program at GVA, please contact us here.