Financial professionals should disclose all positions they hold (or have sold short) that they will also be recommending to their clients. When he is not managing the financial performance of Good Life Lee enjoys spending time with friends and family, traveling, skiing, and spending time outdoors. We are highly experienced lawyers, not paralegals. When hes not working at Good Life, David enjoys spending time with his friends, usually playing cornhole, and also works part-time serving for Kansas City Bier Company. In her free time she enjoys spending time with her family and friends, acting as pitcrew to her husband at the drag strip, and hiking local trails. This could also limit the number and diversity of investment options available and may impact their transferability. Any data inaccuracies, please contact our team. What does this mean? "Trusted by investor.com" status is reserved to those financial advisor firms meeting investor.com's strict requirements, beginning with earning no less than a 4.5 to 5 -star rating based on investor.com's independent Trust algorithm analysis. What percentage of income does your firm receive from fees versus commissions? Alexa is the Compliance Administrator at Good Life Companies. Top-down, and bottom-up, Good Life's desire to create a path to financial independence for the mass affluent is the overarching goal that permeates through the organization. MetLife no longer sells individual life insurance plans by in-person brokers, but it continues to fund and pay claims on current policies. Please provide me a list of the products and a summary of how much your firm earns from them. GWGH's investment in Ben was accounted for as an equity method investment prior to the change-of-control on December 31, 2019, and . Kanon Ream joined Good Life Companies in May 2018. Mr. Delaney was also the driver behind creating Good Life Advisors, the Advisor Owned RIA. A written Objection must include: (1) your full name, (2) your current address, (3) the name of the case and the case number ( Halcom, et al. What happened? Noah Brooks, CMT, CIPM joined Good Life Companiesas a Financial Advisor in 2013. Join Law.com now! What does this mean and why is it important? In the past 10 years, a domestic or foreign court has issued an injunction against the firm or an advisory affiliate in connection with an investment-related activity. MD, NJ, PA, VA, FL, BBB Tip: How to shop for financial services, Need to file a complaint? The SEC or CFTC has previously entered an order against this firm or an advisory affiliate in connection with an investment-related activity. Firm can legally elect to accept commissions for their investment advisory services. Conor Delaney founded The Good Life Companies in 2012 after seeing a gap in the marketplace for successful advisors that wanted a turn-key solution to support their independent financial advisory practice. Reporter. Kayla Gettlejoined Good Life Companies in February of 2016 after working several years as a Marketing Coordinator and Graphic Designer. As many know they dont give top offices away, so he was given one of the lowest ranked branches in the country and successfully built it to top 50 in the country within 5 years. The federal lawsuit against Yale, M.I.T. Barbara Jean and Todd have three children, Elizabeth, Ainsley and Alex. Getting The Talent Balance Right: From Layoffs to Laterals to Mergers, How Can Firms Staff for Success? Questions to ask By Mark Kantrowitz. If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile. His tasks are to assist and support the Chief Operating Officer in the day to day operations of Good Life Companies as well as serving onboarding financial advisors with Real Estate Discovery, Lease Negotiations, and build-out of their personal office space. How many times did it occur? Enjoys the client service aspect of the business. Visit Site, Is this your firm? Mr. Rome is a compliance professional with over twenty (20) years of practical industry experience. Securities offered through LPL Financial, MemberFINRA/SIPC. Terri assists her advisors with daily operations including processing account paperwork, answering client phone calls and handling their inquiries accordingly, performing account maintenance, and scheduling client meetings. Union Fidelity Insurance Company. compensation-related conflicts of interest, Types of Financial Advisors and How to Choose, What's a Fiduciary (and Why It Matters So Much). exclusive offers, they cannot pay to alter our recommendations, advice, ratings, or any other content throughout the site. 12701 Marblestone Drive Suite 110, Woodbridge, Virginia 22192, 6900 Tavistock Lakes Blvd Suite 400, Orlando, Florida 32827, 300 E Philadelphia Ave, Boyertown, Pennsylvania 19512, 1795 East Highway 50 Suite A, Clermont, Florida 34711, 101 North Main Street Suite 805, Greenville, South Carolina 29601, 1425 Locust Street Unit 4e, Philadelphia, Pennsylvania 19102, 5000 Brittonfield Parkway Suite 106, East Syracuse, New York 13057, 3608 Landmark Drive Suite C, Columbia, South Carolina 29204. Andrew is married to his long time sweetheart and wife of 4 years, Casey. The settlement agreement provides "very good relief and benefits to class policyholders, said W. Daniel Dee Miles, III, head of the Beasley Allens consumer fraud section. Be the first to review! What conflicts do I need to be made aware of? Previously, Chris has worked as a wholesaler, regional advisor manager, and most recently as a Relationship Manager with LPL. Seth grew up in Bend, Oregon and attended the University of Oregon. Firm or an affiliate actively engages in business as a law firm or lawyer. Good Life Advisors Review. With respect to such information, investor.com cannot and does not independently verify, audit, validate, assess or guarantee the adequacy, accuracy, or completeness of such information; such information is not included or otherwise incorporated within investor.com's Trust Score algorithm or review process. What does this mean? With Such Low Win Rates, Should Law Firms Respond to So Many RFPs? Aaronson Rappaport Feinstein & Deutsch, LLP Is Pleased To Announce Patrick P. Mevs & Daniel W. Milstein Have Become Members Of The Firm. She received her AA degree from the College of DuPage in Glen Ellyn, IL then transferred to Southeastern University in Lakeland, FL where she graduated with her B.S. There are 31 complaints listed in the last three years and 7 one-star reviews. BBB Business Profiles generally cover a three-year reporting period. Kaylaattended The Art Institute of Pittsburgh for Design. Your Real Estate Legal and Brokerage Expert. Neither the SEC nor FINRA tracks portfolio performance metrics for the financial planning industry. Complaint Type: Problems with Product/Service. *SEC data last verified February 17, 2023. October 26, 2021. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles. See reviews below to learn more or submit your own review. Date filed: FEB 23, 2023. When shes not working or taking classes, Alexa enjoys reading psychological thriller books, listening to music, and dancing. In her free time, Bridget enjoys spending time with her husband and identical twin boys, preferably at the beach, pool or Panthers game. Kelsey also assists with payroll, as well as processing billing for offices throughout the country. While partners may pay to provide offers or be featured, e.g. This data is then run through our proprietary scoring algorithm to generate a star rating for each firm based on a variety of measures, including disciplinary history and conflicts of interest. This is actually lower than most insurance companies. He spends his free time terrorizing his cat siblings and is known to enjoy a good belly rub. Apply for Trusted badge. Questions to ask Operating as an online business, this site may be compensated through third party advertisers. Seth specializes in all areas of office properties while working for Macadam Forbes in Portland, Oregon. This is ClassAction.org's current list of open lawsuits and investigations. Questions to ask After graduating with a degree in Corporate Communications, he joined the insurance field where he worked for 2 years, focusing on retirement needs. Lee grew up in Blacksburg, VA and moved to San Diego, CA shortly after graduating college. The penalty totals are adjusted to account for the fact that . Having worked for 20 years at a local, Berks County car dealership, she became known as the voice of the company even being recognized when heard ordering food at several area restaurants! For the most up-to-date information, please view the applicable SEC and FINRA reports above. Duke University is one of 16 elite schools named in a lawsuit accusing them . This streamlining moves to modernize the way Financial Advisors function and simplify their daily activities. Advertiser Disclosure: StockBrokers.com helps investors across the globe by spending over 1,000 hours each year testing and researching online brokers. In his current position at Good Life, Hunter assists and supports financial advisors with the on-boarding process and account openings. Sean works as the Virtual Practice Team Manager, providing daily leadership and effective oversight of the VPM team. She also enjoys traveling andhunting. Noahcurrently resides inBernville, PA with his wifeAelish. He earned his B.S. In the past ten years, firm or an advisory affiliate has been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses. He has (3) adult children; Sarah, Matthew, and Alexa who have all left the nest. If Lincoln Financial unfairly denied your long-term disability claim, contact Sokolove Law today by calling (800) 995-1212 or getting a free legal case review. After a couple years of retirement, she decided to go back to work to continue to fund her two passions in life - traveling the world to experience different cultures and managing a prison outreach group she started 5 years ago, Soul Sisters Unlocking Cell Doors. This could be detrimental to a client during down markets. Firm or one of its employees previously has been subject to a suspension or expulsion or other restriction of activities by a Self-Regulating Organization or commodities exchange. Highly Recommend. Sean Mest joined Good Life Companies in February 2022. Rachel serves on the Advisory Board of VOICEup Berks and is a member of her parish council. A domestic or foreign court has previously found firm or an advisory affiliate was involved in a violation of investment-related statutes or regulations. Elizabeth graduated from Villanova University with a Masters in Theology and is employed as Director of Life Teen Ministry at Good Shepherd and St. Theresa's Parishes. Kelsey received her Bachelor's Degree at Alvernia University, where the focus of her studies was Human Resource Management. View. Recognizing innovation in the legal technology sector for working on precedent-setting, game-changing projects and initiatives. Bbb for a BBB business Profiles generally cover a three-year reporting period Blacksburg, and..., CMT, CIPM joined Good Life Companies in February of 2016 after working years! To San Diego, CA shortly after graduating college or be featured, e.g is one of 16 elite named! May pay to provide offers or be featured, e.g contacted BBB for BBB... In Bend, Oregon last three years and 7 one-star reviews as the Virtual Team., LLP is Pleased to Announce Patrick P. Mevs & Daniel W. Milstein have Become of! 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