Great Valley Advisor Group announces partnership with Cipperman Compliance Services Great Valley Advisor Group, headquartered in Wilmington, DE is proud to announce that after a rigorous due diligence process we have selected Cipperman Compliance Services (CCS), located in Wayne, PA to provide compliance support to the firm. CCS is a nationally recognized industry leader that … Continue reading GVA Partners with Cipperman Compliance Services
News & Events
News & Events
Join us October 24 – 26, 2018 at the The Hyatt – Bellevue in Philadelphia for our annual compliance conference.
Please join us as we attend The Kyle Ambrogi Beef and Beer, which will be held on March 24, 2018 from 7:00PM to 11:00PM at the Great American Pub in Conshohocken, PA. Tickets may be purchased online, or at the door. We hope to see you there! 10th Annual Beef & Beer
AdvisorBOB©, Advisor Book of Business, is now available to the advisors of Great Valley Advisor Group as their compensation solution …. This tool is a one-stop-shop solution that can handle any size firm, large or small, as it relates to correctly paying your advisors securely. Functionality includes split rep compensation, manager overrides, admin fees, calculating … Continue reading AdvisorBOB© is live!
For the past two years we have had great success with our compliance conference in Philadelphia. However, we feel it’s time for a change, and will host this years event October 11 – 13, 2017 at LPL Financial’s new headquarters in Fort Mill, SC! We will send out more information in the coming months, but … Continue reading GVA Annual Compliance Conference – Oct. 11 – 13, 2017