Carmen maria Bolius Andrews
Investment adviser representative at Great Valley Advisor Group, LLC
13 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
13 years in the industry.
- Great Valley Advisor Group, LLCAug 2024 to now
- LPL Financial, LLCDec 2010 to now
- Carmen AndrewsMay 2005 to now
- Sharp AdvisorsMar 2012 to Apr 2018
- Merit Financial Group, LLC (dba: Merit Financial Advisors, LLC)Sep 2011 to Aug 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 4573587
- Firm CRD
- 123913