Carmen Maria
Andrews

Great Valley Advisor Group, Inc

CRD#4573587
Investment Advisor
in Lincolnton, NC

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About this Advisor

Carmen Maria Andrews is a financial advisor based in Lincolnton, North Carolina, working with Great Valley Advisor Group, Inc. Carmen Maria Andrews has previously worked with Carmen Andrews, Lpl Financial, LLC, Sharp Advisors, and Merit Financial Group, LLC (Dba: Merit Financial Advisors, LLC). Carmen Maria Andrews has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in North Carolina. Carmen Maria Andrews is currently part of Great Valley Advisor Group, Inc, which has 72 offices and 333 employees. The firm manages $9.7 billion in assets and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Great Valley Advisor Group, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

333E. Main Street
Lincolnton, NC 28092

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Great Valley Advisor Group, Inc Brokerage Details

Total Assets Under Management

$9,732,148,499

NC Average: $20,326,190,483
Total Number of Employees

333

NC Average: 53
Total Number of Accounts

33,099

NC Average: 624
Average Account Size

$294,031

NC Average: $32,574,023

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Carmen Maria Andrews Work History

2010 - Present (15 years)

Lpl Financial, LLC

2005 - Present (20 years)

Carmen Andrews

2012 - 2018 (6 years)

Sharp Advisors

2011 - 2024 (13 years)

Merit Financial Group, LLC (Dba: Merit Financial Advisors, LLC)

Disclosures

Please visit the SEC profile of Carmen Maria Andrews to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Great Valley Advisor Group, Inc

Justin Larson
Saint Paul, MN
Keaton Divelbiss
Norman, OK
Cory Graves
Wilmington, DE
Anurati Patel
Berwyn, PA
Nora Daniels
Wilmington, DE
Joseph Bennett
Rock Hill, SC
Bryce Cleveland
Berwyn, PA
Matthew Fitch
Wilmington, DE

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