Trevor Campbell
Investment adviser representative at Great Valley Advisor Group, LLC
9 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
9 years in the industry.
- Great Valley Advisor Group, LLCJan 2024 to now
- LPL Financial LLCNov 2023 to now
- Northwestern Mutual Investment Services LLCOct 2023 to Nov 2023
- UnemployedJun 2023 to Sep 2023
- Brady LindemannNov 2020 to May 2023
- UnemployedApr 2020 to Nov 2020
- PrudentialJul 2018 to Apr 2020
- Pruco Securities LLCSep 2015 to Apr 2020
- PrudentialAug 2015 to Jun 2018
- Levy RestaurantsAug 2014 to Nov 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2013
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 5276451
- Firm CRD
- 123913