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Kristen Lyn Money

Great Valley Advisor Group, Inc.

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About Kristen Lyn Money

Kristen Lyn Money is an Investment Advisor Representative with Great Valley Advisor Group, Inc.. Kristen has been in the industry since 2007. She has a Series 6 and a Series 65 license. Kristen is registered with the state of Kansas and Virginia. Kristen specializes in financial planning, portfolio management, and consulting services for individuals and businesses. She is a strong advocate for her clients and works hard to understand their needs and goals. Kristen is also passionate about helping people achieve their financial goals.

Firm Information

Kristen Money 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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Kristen Money’s Registration & Firm History

VA

03/17/2023 - Present

Great Valley Advisor Group, Inc. (Berryville VA)

KS

06/01/2009 - 10/29/2009

SECURITY DISTRIBUTORS, INC. (TOPEKA KS)

KS

03/21/2007 - 10/14/2008

SECURITY DISTRIBUTORS, INC. (TOPEKA KS)

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Licenses & Designations

IA

Issued 08/16/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/20/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kristen Lyn Money.
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