Alan Dale Reese

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

• 05/2014 → 05/2021
  Lpl Financial, Llc
  Braintree, MA
• 07/2014 → 05/2021
  U.S. Financial Advisors, Llc
  Braintree, MA
• 05/2021 → Present
  Great Valley Advisor Group
  Braintree, MA

Previous Registrations

• 2014-08-25 → 2021-06-04
  U.S. Financial Advisors
  Wilmington, DE

Other Businesses

1. 05/03/2021: GREAT VALLEY ADVISOR GROUP - Registered Investment Advisor - DBA: (HYBRID) - Investment Related - 80 Hr/Mo; 50% Time Spent - I provide investment advisory services through GREAT VALLEY ADVISOR GROUP, an independent investment advisor firm. I expect to spend approximately 80 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.

Exams

• S66 Uniform Combined State Law Examination
  2014-07-01

Designations

• Certified Financial Planner