Kamali Chambers
Investment adviser representative at Great Valley Advisor Group, LLC
16 yearsExperience
2 statesRegistered 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
16 years in the industry.
- Great Valley Advisor Group, LLCMay 2025 to now
- Northwestern Mutual Wealth Management CompanyMar 2024 to now
- Northwestern Mutual Investment Services LLCJan 2022 to now
- Northwestern Mutual Life Insurance CompanyDec 2021 to now
- Kamali ChambersJan 2020 to Dec 2021
- Jahir CapitalMay 2019 to Jan 2020
- StudentAug 2010 to Nov 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
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
- 7465795
- Firm CRD
- 123913