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Nicole E Andrews

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.

  1. Great Valley Advisor Group, LLCSep 2025 to now
  2. LPL Financial LLCSep 2024 to now
  3. Swan FinancialSep 2024 to Feb 2025
  4. Drazan, Henke, and AssociatesOct 2020 to Aug 2024
  5. Swan FinancialMay 2020 to Oct 2020
  6. North Central UniversityAug 2016 to May 2020

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (WI).

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
7267739
Firm CRD
123913
Advisor's SEC record (opens in a new tab)
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