GVA Annual Compliance Conference – Oct. 11 – 13, 2017 By James J. Spinelli, ChFC®, AIF® on June 26, 2017September 15, 2024 For the past two years we have had great success with our compliance conference in Philadelphia. However, we feel it’s… Read More
Compliance Call – Thursday 6/8/17 @ 1PM EST By James J. Spinelli, ChFC®, AIF® on June 2, 2017September 15, 2024 GVA will host a quarterly compliance call for their advisors to discuss updates regarding the following topics: Employer Sponsored ERISA… Read More
Advisor Appreciation Event By James J. Spinelli, ChFC®, AIF® on May 3, 2017September 15, 2024 Great Valley Advisor Group (GVA) will hold an Advisor Appreciation Event on May 10th for a business person special at… Read More
Clientworks Training & Best Practices By James J. Spinelli, ChFC®, AIF® on March 21, 2017September 15, 2024 Please join the GVA team, along with a Sr. Support Partner of LPL Financial on March 21, 2017 for a ClientWorks… Read More
Midwest Forum By James J. Spinelli, ChFC®, AIF® on February 16, 2017September 15, 2024 We’re excited to invite you to the Great Valley Advisor Group Midwest Forum on May 18th! This will be a… Read More
RIAFees.com is now live! By James J. Spinelli, ChFC®, AIF® on November 23, 2016September 15, 2024 At GVA, we strive to provide the most up-to-date technology to our advisors. We introduced GVA’s Online Portal earlier this… Read More
Great Valley Advisor Group hires New Chief Compliance Officer By James J. Spinelli, ChFC®, AIF® on October 23, 2016September 15, 2024 We are pleased to announce that Lawrence Clay has joined Great Valley Advisor Group (“GVA”) as our new chief compliance… Read More
Best of luck to our Summer Interns! By James J. Spinelli, ChFC®, AIF® on August 9, 2016September 15, 2024 GVA would like to acknowledge our great group of interns for successfully completing GVA’s Summer Internship Program. We wish them… Read More
GVA – Midwest Summer Forum By James J. Spinelli, ChFC®, AIF® on August 4, 2016September 15, 2024 GVA had a great time at our first annual -Midwest Summer Forum at Surly Brewery! Thank you to everyone who… Read More
GVA Summer Internship Program! By James J. Spinelli, ChFC®, AIF® on May 20, 2016September 15, 2024 All set up and ready to go for our summer internship program! GVA is excited to have this year’s students… Read More
GVA has a New Look & Feel By James J. Spinelli, ChFC®, AIF® on March 1, 2016September 15, 2024 Great Valley Advisor Group (GVA) is pleased to announce the launch of our brand new website! A clean intuitive design,… Read More
GVA Philadelphia Phorum 2016 By James J. Spinelli, ChFC®, AIF® on January 30, 2016September 15, 2024 Don’t Miss Out! Great Valley Advisor Group is happy to host their annual conference this upcoming April to all our current advisors. This two day event will provide an update on the current GVA business model, compliance and technology updates, and industry speakers who will answer all your questions on how to best serve your clients.