Evan Coffey
Investment adviser representative at Great Valley Advisor Group, LLC
7 yearsExperience
1 stateRegistered in
$10.6BFirm assets
15 yearsFirm in business
Are you Evan Coffey? 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
7 years in the industry.
- Great Valley Advisor Group, LLCDec 2023 to now
- LPL FinancialDec 2023 to now
- Great Valley Advisor GroupMay 2023 to Nov 2023
- TargetMay 2021 to Jan 2023
- Range End Gold ClubApr 2021 to Jan 2023
- Ursinus CollegeJun 2020 to Nov 2023
- East Pennsboro Area High SchoolSep 2016 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 8036538
- Firm CRD
- 123913