H paul Friedman
Investment adviser representative at Great Valley Advisor Group, LLC
10 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
10 years in the industry.
- Great Valley Advisor Group, LLCFeb 2025 to now
- LPL FinancialMar 2022 to now
- Maryland Financial Group, Inc. dba Straight Forward FinancialMar 2022 to now
- Hornor Townsend & Kent IncApr 2018 to Mar 2022
- Penn Mutual Life Insurance CoApr 2018 to Feb 2022
- Massachusetts Mutual Life Insurance CompanyJul 2016 to Apr 2018
- MML Investors Services, LLCJul 2016 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (DE).
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
- 6583178
- Firm CRD
- 123913