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Michael A
Series 63, Series 65
Atlantic, IA
Great Valley Advisor Group, LLC
Michael Allen is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63 and Series 65 credentials and 46 years of industry experience. His prior roles include positions at LPL Financial, Cambridge Investment Research Advisors, and VOYA Financial Advisors. He is also involved in insurance sales focused on non-variable products. Great Valley Advisor Group is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and other entities. The firm combines individualized portfolio construction with ongoing oversight, utilizing both in-house strategies and third-party managers across various platforms.
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