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Kurt Edwin Philion

Great Valley Advisor Group, Inc.

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About Kurt Edwin Philion

Kurt Philion is a financial advisor with Great Valley Advisor Group, Inc. Kurt has been in the industry since 2017 and has experience in providing investment advice. Kurt also offers financial planning, consulting, and educational seminars to clients. Kurt is registered to conduct business in Arizona, Michigan, Minnesota, North Dakota, and South Dakota.

Firm Information

Kurt Philion 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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Kurt Philion’s Registration & Firm History

MN

12/22/2021 - Present

Great Valley Advisor Group, Inc. (Bemidji MN)

MN

07/26/2017 - 08/31/2018

NYLIFE SECURITIES LLC (FOSSTON MN)

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Licenses & Designations

IA

Issued 11/04/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/28/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/25/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/26/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kurt Edwin Philion.
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