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Joseph K
Series 63, Series 65, Series 66
Palm Beach Gardens, FL
Great Valley Advisor Group, LLC
Joseph Karp is a financial advisor with Great Valley Advisor Group, LLC, holding Series 63, Series 65, and Series 66 licenses and bringing 10 years of industry experience. He has operated Karp Financial Services, Inc. since 2002 and serves as president of Joseph S. Karp, P.A., a law firm specializing in elder law, estate planning, and fiduciary services, where he has worked since 1988. Great Valley Advisor Group is a multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm provides portfolio management, financial planning, and retirement-plan consulting through a network of approximately 190 advisors, utilizing a combination of proprietary strategies and third-party managers with regular due diligence and portfolio monitoring.
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