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George Thomas Clarke

Investment adviser representative at Great Valley Advisor Group, LLC
21 yearsExperience
1 stateRegistered in
PFSDesignation
$10.6BFirm assets

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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

21 years in the industry.

  1. Great Valley Advisor Group, LLCMar 2023 to now
  2. Abington BankApr 2017 to now
  3. US Financial Advisors, LLCDec 2005 to now
  4. LPL Financial LLCDec 2011 to Jun 2020
  5. Holbrook Cooperative BankDec 2010 to Apr 2017

Designations

  • PFS

Exams passed

  • Series 66 · Uniform Combined State Law2011

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
4177313
Firm CRD
123913
Advisor's SEC record (opens in a new tab)
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