Gary Richard Oman
Investment adviser representative at Great Valley Advisor Group, LLC
29 yearsExperience
1 stateRegistered in
$10.6BFirm assets
15 yearsFirm in business
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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
29 years in the industry.
- Great Valley Advisor Group, LLCMay 2021 to now
- LPL Financial, LLCDec 2011 to now
- Gary R. Oman, P.C.Jan 1997 to now
- U.S. Insurance Brokers, LLCNov 2000 to May 2021
- US Financial Advisors, LLCDec 1999 to May 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law1999
- Series 63 · Uniform Securities Agent State Law2000
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 4096151
- Firm CRD
- 123913