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James J Spinelli

Great Valley Advisor Group, Inc.

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About James J Spinelli

James Spinelli is an investment advisor representative registered with Great Valley Advisor Group, Inc. James has been in the industry since December 21, 2014. James has a Series 63, Series 65, Series 7 and SIE license and is registered with the state of Delaware, Pennsylvania and Texas. James's specialties include financial planning, portfolio management for individuals, portfolio management for businesses, selection of other advisors, and consulting services. James also owns Peng-Win LLC, a web design company.

Firm Information

James Spinelli 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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James Spinelli’s Registration & Firm History

DE

01/31/2018 - Present

Great Valley Advisor Group, Inc. (WILMINGTON DE)

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Licenses & Designations

BC

Issued 11/25/2015

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 11/05/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/05/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James J Spinelli.
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