linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Adam Paul Werner

Great Valley Advisor Group, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Adam? Claim Your Profile

About Adam Paul Werner

Adam Werner is a financial advisor with Great Valley Advisor Group, Inc. He has been in the financial services industry since 2007 and holds the Series 66, Series 7 and SIE licenses. Adam also has the Certified Financial Planner designation. Adam has been a registered representative at LPL Financial LLC for several years prior to joining Great Valley Advisor Group, Inc. Adam provides financial planning and portfolio management services to individuals and businesses. He also offers educational seminars and consulting services.

Firm Information

Adam Werner is currently registered with Great Valley Advisor Group, Inc.. Great Valley Advisor Group, Inc. is an investment advisor headquartered in Wilmington, Delaware. The firm has over 175 investment advisor representatives and manages over $7.3 billion in assets for clients including high-net-worth individuals, pension and profit sharing plans, and individuals other than high-net-worth. The firm provides a range of services including financial planning, portfolio management, and educational seminars.
Great Valley Advisor Group, Inc.

1200 PENNSYLVANIA AVE

WILMINGTON, DE 19806

$7.34B

Assets Under Management

87

Total Clients

144

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

consulting services

Consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Adam Werner’s Registration & Firm History

DE

05/03/2021 - Present

Great Valley Advisor Group, Inc. (WILMINGTON DE)

PA

01/06/2015 - 02/01/2022

LPL FINANCIAL LLC (KUTZTOWN PA)

PA

02/24/2009 - 01/14/2015

AMERIPRISE FINANCIAL SERVICES, INC. (CENTER VALLEY PA)

NY

11/07/2007 - 01/05/2009

CADARET, GRANT & CO., INC. (SYRACUSE NY)

Not sure if Adam Paul Werner is right for you?

Licenses & Designations

BOTH

Issued 12/03/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/06/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adam Paul Werner.
Not sure if Adam Paul Werner is right for you?