Eric Brian Parnell
Investment adviser representative at Great Valley Advisor Group, LLC
21 yearsExperience
1 stateRegistered in
CFADesignation
$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.
- Great Valley Advisor Group, LLCDec 2022 to now
- Ursinus CollegeAug 2014 to now
- Seeking AlphaApr 2011 to now
- Gerring Capital Partners, LLCFeb 2005 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 4669162
- Firm CRD
- 123913