By James J. Spinelli, ChFC®, AIF® on October 24, 2018September 15, 2024 Earlier in the year LPL Financial had a minimum asset requirement of $50M to join any Hybrid firm at LPL, including Great Valley Advisor Group. Say Goodbye! As of October 22, 2018 LPL is eliminating the minimum advisory asset requirement based on data suggesting it was not effectively contributing to growth. For more information regarding this strategic change, please visit the URL below. https://lplfinancial.lpl.com/news-media/newsroom/lpl-stories/lpl-financial-strategic-enhancements-include-elimination-of-the-hybrid-ria-minimum-asset-requirement.html James J. Spinelli, ChFC®, AIF® Co-Founder & CEO James Spinelli co-founded Great Valley Advisor Group with a singular focus: to create a robust platform for advisors aspiring to become business owners. James holds a B.S. in Information Systems with a Minor in Information Technology, and an M.S. in Information Science (MSIS) from Penn State University. He furthered his education with an M.S. in Finance (MSF) from the Indiana University Kelley School of Business. During his time at Penn State, he was also a member of the Penn State Nittany Lions Varsity baseball team. See Full Bio