Alexis Perron
Investment adviser representative at Great Valley Advisor Group, LLC
11 yearsExperience
1 stateRegistered in
$10.6BFirm assets
15 yearsFirm in business
Are you Alexis Perron? Claim your profile
Contact this firm
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
11 years in the industry.
- Great Valley Advisor Group, LLCMar 2026 to now
- LPL Financial LLCFeb 2026 to now
- Salo, a Korn Ferry CompanySep 2017 to now
- UnemployedJan 2025 to Apr 2025
- Ameriprise Financial Services, Inc.Jun 2015 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
- Series 63 · Uniform Securities Agent State Law2026
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
- 6352731
- Firm CRD
- 123913