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Eric Brian Parnell

Great Valley Advisor Group, Inc.

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About Eric Brian Parnell

Eric Parnell is a financial advisor with Great Valley Advisor Group, Inc. Eric has been in the industry since 2003 and has a strong background in economics and finance. Eric holds the Series 7, Series 63, and Series 65 licenses and is a Chartered Financial Analyst. Eric has a strong understanding of the financial markets and provides a wide range of services to individual and institutional clients. Eric is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Eric Parnell 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.

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financial planning services

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

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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.

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fixed fees

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

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percentage of assets

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

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Eric Parnell’s Registration & Firm History

DE

12/14/2022 - Present

Great Valley Advisor Group, Inc. (WILMINGTON DE)

PA

07/02/2003 - 11/18/2004

SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)

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Licenses & Designations

IA

Issued 08/26/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/05/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/01/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric Brian Parnell.
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