Christopher Alan Swanson
Investment adviser representative at Great Valley Advisor Group, LLC
27 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$10.6BFirm assets
Are you Christopher Alan Swanson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
27 years in the industry.
- Great Valley Advisor Group, LLCFeb 2025 to now
- Summit Investment Advisory Services, Inc.Nov 2016 to now
- LPL Financial LLCOct 2013 to now
- Sns Mgmt, LLC dba Dunn BROS. CoffeeMay 2007 to now
- Chris Swanson, CpaDec 1999 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 1 state (WI).
Great Valley Advisor Group, LLC
$10.6BAssets managed
37,014Clients
187Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4075086
- Firm CRD
- 123913