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Lee Robert Johnson

GREAT VALLEY ADVISOR GROUP, INC.·WILMINGTON, Delaware
SIE, Series 7, Series 66CFAClean record17 years registeredGREAT VALLEY ADVISOR GROUP, INC.
1200 PENNSYLVANIA AVE, WILMINGTON, DE 19806CRD# 5345949Firm CRD# 123913

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lee Robert Johnson · WILMINGTON, DE
Registration
CRD #5345949 · GREAT VALLEY ADVISOR GROUP, INC. · 17 years registered
Brand Profile
Not yet started
01

Career History

CETERA INVESTMENT ADVISERS LLC
Jan 2025 – present
GREAT VALLEY ADVISOR GROUP, INC.
Feb 2016 – Jan 2025
WILMINGTON, DE
WELLS FARGO ADVISORS, LLC
Apr 2009 – Feb 2016
BERWYN, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · April 27, 2009
Years registered · 17
Professional designation · CFA
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GREAT VALLEY ADVISOR GROUP, INC.
CRD 123913 · SEC 801-72270
AUM
$7.3B
Regulatory assets under management
Employees
175
24,276 client accounts
Services offered by GREAT VALLEY ADVISOR GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at GREAT VALLEY ADVISOR GROUP, INC. →
Introduction

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05

Frequently Asked Questions

What services does Lee Robert Johnson offer?
Lee Robert Johnson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WILMINGTON, Delaware for a consultation.
What are Lee Robert Johnson's credentials?
Lee Robert Johnson holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Lee Robert Johnson located?
Lee Robert Johnson is based in WILMINGTON, Delaware, working with GREAT VALLEY ADVISOR GROUP, INC.. Their office serves clients in the WILMINGTON metropolitan area and surrounding communities.
How does Lee Robert Johnson charge for services?
Lee Robert Johnson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GREAT VALLEY ADVISOR GROUP, INC.?
GREAT VALLEY ADVISOR GROUP, INC. has approximately 175 employees and manages $7.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GREAT VALLEY ADVISOR GROUP, INC.

Alan Edward Peters
WILMINGTON, DE
Michael Joseph Dedda
WILMINGTON, DE
Drew Alton Nemeth
WILMINGTON, DE
Michael Joseph Martin
WILMINGTON, DE
Ryan Christopher Todd
WILMINGTON, DE
James J Spinelli
WILMINGTON, DE

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Nearby cities in Delaware
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