GVA Onboarding

Welcome to our GVA Onboarding Questionnaire!


Our secure online advisor onboarding fact finder allows us to collect your information securely online. 

If you have any questions regarding the advisor onboarding process, or as it relates to the below fact finder, please contact us by phone at (610) 296-7630. Thank you! 

Affiliation Type - How are you joining GVA?


Please let us know how you plan on affiliating with us.  

Personal Information - Let us learn a little more about you                                                           


Designations                                                                                                                                               


Insurance Licensing                                                                                                                                   


Education History                                                                                                                                       


Primary Education
Secondary Education

Welcome to our Advisor Onboarding Questionnaire!


Business / Employment History - Past 10 Years 


Please enter your last 10 years of work experience. If you do not have 10 years of previous employment, please indicate your activities during that relevant time period. (i.e. high school, college, volunteered, or unemployed)
Company, Firm or School 1
(MM/YYYY - MM/YYYY):
Company, Firm, or School 2
(MM/YYYY - MM/YYYY):
Company, Firm, or School 3
(MM/YYYY - MM/YYYY):
Company, Firm, or School 4
(MM/YYYY - MM/YYYY):
Company, Firm, or School 5
(MM/YYYY - MM/YYYY):

New Office Information                                                                                                                            


Your new office will be set up as a DBA, aka "Doing Business As", and will need to be disclosed.

If you are joining an existing practice, please be sure to use their information. If you are building a new office, please enter your new office location information. If you haven't confirmed an address at this time, you may leave this blank for now.

Custodians & Third Party Money Managers                                                                                        


Please select one of the available custodians and/or third party money managers below. If you are a licensed or non-licensed admin, select the platforms currently available at your new office location. 

Business Continuity Plan (BCP)                                                                                                             


As we continue to face one of the world’s biggest challenges, it is critical for your practice to have a robust business continuity program.