+ 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.