Shawn Patrick Dempsey

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

• 11/2014 → 10/2024
  Hornor, Townsend & Kent, Inc
  Horsham, PA
• 09/2014 → Present
  Penn Mutual Life Insurance Company
  Horsham, PA
• 10/2024 → Present
  Lpl Financial Llc
  Berwyn, PA

Other Businesses

1. 09/2024 - Catalyst Senior Insurance Solutions LLC- Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 8/8/2020 - 160 Hours per Month/ 8 Hours During Trading 2. 09/2024 - GVA Wealth management- DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/01/2020 - 160 Hours per Month/ 8 Hours During Trading 3. 09/2024 - Great Valley Advisor Group- DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/01/2020 - 160 Hours per Month/ 8 Hours During Trading 4. 09/2024 - Medicare 101 - Other-Speaker/Seminar - Investment Related - Chester PA - Start date: 09/16/2016 - 1 Hour per month

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-08-10
• S63 Uniform Securities Agent State Law Examination
  2016-01-13

Other Names

• Shawn Dempsey