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Alison Elizabeth Howells

Good Life Advisors, LLC

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About Alison Elizabeth Howells

Alison Elizabeth Howells is a registered representative with Good Life Advisors, LLC in Reading, PA. Alison has been in the financial services industry since January 2019. Alison holds licenses for Series 6, 7, 63, 66, and 99. She previously worked for Santander Securities LLC. Alison specializes in providing financial planning, educational seminars, and portfolio management for individuals and charitable organizations. Alison has worked at Good Life Advisors, LLC since July 2024.

Firm Information

Alison Howells is currently registered with Good Life Advisors, LLC. Good Life Advisors, LLC is a financial advisory firm based in Reading, PA. They provide a wide range of advisory services, including financial planning, portfolio management for individuals, and educational seminars. The firm has a strong focus on serving high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans. They manage over $2.9 billion in assets and have over 100 investment advisor representatives and licensed agents on staff.
Good Life Advisors, LLC

2395 LANCASTER PIKE

READING, PA 19607

$2.90B

Assets Under Management

Not reported

Total Clients

90

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Planning subscription fee

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Alison Howells’s Registration & Firm History

PA

07/10/2024 - Present

Good Life Advisors, LLC (READING PA)

PA

12/15/2018 - 09/19/2022

SANTANDER SECURITIES LLC (READING PA)

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Licenses & Designations

BOTH

Issued 06/17/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/05/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/01/2024

Series 99TO - Operations Professional Examination

BC

Issued 11/17/2023

Series 7TO - General Securities Representative Examination

BC

Issued 12/15/2018

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 11/24/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alison Elizabeth Howells.
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