George Thomas Clarke

Employer firm

Great Valley Advisor Group, LLC CRD 123913

$10.6B regulatory AUM 55 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2005 → Present
  Us Financial Advisors, Llc
  Braintree, MA
• 12/2011 → 06/2020
  Lpl Financial Llc
  Braintree, MA
• 08/2018 → Present
  Abington Bank
  Boston, MA
• 04/2017 → 08/2018
  Abington Bank
  Boston, MA
• 12/2010 → 04/2017
  Holbrook Cooperative Bank
  Boston, MA

Previous Registrations

• 2011-10-27 → 2023-03-07
  U.S. Financial Advisors
  Wilmington, DE

Other Businesses

(1) 11/30/2011: SECURITIES AND INVESTMENT ADVISORY SERVICES LLC - Business Owner - Investment Related - At Reported Business Location(s) - 1% OF TIME SPENT (2) 11/30/2011: US WEALTH MANAGEMENT LLC - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) (3) 12/15/2011: US FINANCIAL ADVISORS LLC - INV REL - AT REPORTED BUSIENSS LOCATION(S) - REGISTERED INVESTMENT ADVISOR - DBA: (HYBRID) US FINANCIAL ADVISORS LLC - 100% OF TIME SPENT - I provide investment advisory services through US Financial Advisors, LLC an independent investment advisor firm. I started this business activity on 12/15/2015. I expect to spend approximately160 hours/month on this activity. . Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (4) 08/27/2012: U.S. INSURANCE BROKERS, LLC - INV REL - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - 10% OF TIME SPENT - SELL INSURANCE PRODUCTS: TERM, PERMANENT LIFE INSURANCE, HEALTH, DISABILITY, LONG-TERM CARE AND FIXED ANNUITIES (5) 05/15/2014: FRIENDS OF MILTON CREW, INC. - NOT INV REL - COMMUNITY, CIVIC AND CHARITABLE BOARD - 2% OF TIME SPENT - MEMBER: BOARD OF DIRECTORS (6) 04/18/2017: The Clarke Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - LPL Financial securities business, financial planning and investment advisory through U.S. Financial Advisors, LLC and Health and Life insurance through U.S. Insurance Brokers, LLC - Started 04/06/2017 - 10 Hours Per Month/5 Hours During Securities Trading. (7) 8/31/2018 - Abington Bank - Investment Related - 95 N Franklin St., Holbrook, MA 02343 (Holbrook Cooperative Bank Division), and 6 Harrison Ave, Abington, MA 02351 (Abington Bank Main Office). - For-Profit Board Member - Board of Directors/Audit Committee - Start Date: 04/01/17 - 1 Hour Per Month/0 Hours During Securities Trading. (8) 8/31/2018 - Abington Bank - Not Investment Related - 95 N Franklin St., Holbrook, MA 02343 (Holbrook Cooperative Bank Division), and 6 Harrison Ave, Abington, MA 02351 (Abington Bank Main Office). - Non-Profit Board Member - Advisory Board Member - Start Date: 04/01/17 - 1 Hour Per Month/0 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2011-09-30

Designations

• Personal Financial Specialist

Other Names

• George T. Clarke