Invested Better
Unclaimed

Unclaimed

Unclaimed

Christopher D Tamagno

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 Christopher? Claim Your Profile

About Christopher D Tamagno

Christopher Tamagno is a financial advisor with Great Valley Advisor Group, Inc., specializing in retirement planning, investment advice, and financial consulting. Christopher has been in the industry since 2004 and has a strong track record of success in helping clients achieve their financial goals. Christopher is a dedicated and experienced advisor who is committed to providing his clients with the highest level of personalized service.

Firm Information

Christopher Tamagno 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

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.

Christopher Tamagno’s Registration & Firm History

PA

06/23/2015 - Present

Great Valley Advisor Group, Inc. (NEWTOWN PA)

PA

12/22/2008 - 09/08/2009

ASSOCIATED SECURITIES CORP. (NEWTON PA)

PA

03/06/2006 - 12/31/2008

FSC SECURITIES CORPORATION (NEWTOWN PA)

CT

07/10/2004 - 03/01/2006

PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)

Not sure if Christopher D Tamagno is right for you?

Licenses & Designations

IA

Issued 06/19/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/30/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/05/2008

Series 7 - General Securities Representative Examination

BC

Issued 07/31/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher D Tamagno.
Not sure if Christopher D Tamagno is right for you?