Erin Marie Freund
Investment adviser representative at Great Valley Advisor Group, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
10 years in the industry.
- Great Valley Advisor Group, LLCOct 2024 to now
- LPL Financial LLCOct 2024 to now
- Principal Life Insurance CompanyAug 2016 to now
- Principal Securities IncAug 2016 to Oct 2024
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 4630939
- Firm CRD
- 123913