Joseph Stuart Karp

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

• 07/1988 → Present
  Joseph S. Karp, P.A.
  Palm Beach Gardens, FL
• 11/2015 → Present
  Gaines Financial Group Dba Karp Financial Services, Inc.
  Palm Beach Gardens, FL
• 02/2002 → Present
  Karp Financial Services, Inc.
  Palm Beach Gardens, FL

Previous Registrations

• 2016-01-02 → 2022-05-10
  Gaines Financial Group
  Palm Beach Gardens, FL
  Boca Raton, FL

Other Businesses

1) KARP FINANCIAL SERVICES, INC. (DBA)- INVESTMENT-RELATED - PALM BEACH GARDENS, FL - INVESTMENT ADVISORY AND INSURANCE BUSINESS - PRESIDENT - 20% OF HIS TIME - HIS DUTIES: ADVISOR AND FIXED INSURANCE (LTD/DI/LIFE INSURANCE). 2) JOSEPH S. KARP, P.A. - NON INVESTMENT-RELATED - PALM BEACH GARDENS, FL - FIRM SERVICES ELDER LAW, ESTATE PLANNING, ESTATE ADMINISTRATION & FIDUCIARY SERVICES - LAWYER & PRESIDENT & SOLE SHAREHOLDER - SINCE 1988 - 79% OF TIME CONDUCTING THIS ACTIVITY - PROVIDING LEGAL ADVICE. 3) HE HAS MULTIPLE REAL ESTATE PROPERTIES HE OWNS/MANAGES AND HE WILL BE SPENDING 1% OF HIS TIME ON THIS ACTIVITY.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-01-02
• S66 Uniform Combined State Law Examination
  2015-11-02
• S63 Uniform Securities Agent State Law Examination
  1996-04-29