Transition Services

We will be with you every step of the way throughout the transition process

One of the biggest concerns with going independent is the transition process. At Great Valley Advisor Group (GVA), we understand that change can be difficult, and have built a dedicated transitions team, led by James J. Spinelli, MSIS, to ensure you efficiently move your clients over in a timely matter.

When joining GVA, we will be with you every step of the way throughout the transition process. Our customized in house solution will focus on the following items:


Transition Plan

A customized transition plan that outlines each major milestone before your “Go” date


Dedicated Contact

A dedicated contact from the integration team at LPL Financial


Contract Review

Optional contract review with
LPL’s legal team



In house developed proprietary applications, accelerate, to help prepopulate transfer forms and input information into the proper systems


Online Tools

Online secure centralized repository, netdocuments, for transition documentation storage



Marketing consultation with our partner, Snap Creative Marketing

Our goal at GVA is to make sure you get the attention and assistance you deserve. Don’t believe us? We have transitioned a diverse group of advisors who would love to share their experiences with you.

Virtual Admin Assistance

Great Valley Advisor Group allows their advisors access to a virtual securities registered administrative assistant with Great Valley Advisor Group. This opportunity will help keep you organized, allow more time for clients, and ultimately create new business opportunities.

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Take your practice to the next level