+ Who is LPL and who is Great Valley Advisor Group?

LPL is the broker/dealer for our business.  Their role is purely administrative: executing trades, account record-keeping, and they provide us with the technology to manage both.  They also have another very important function: they are the primary custodian for your assets.  Your assets are never physically located with us or with Great Valley Advisor Group - they are always with a custodian.

Great Valley Advisor Group is the entity through which we provide investment advice and financial planning services.