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Anthony Acevedo

Good Life Advisors, LLC

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About Anthony Acevedo

Anthony Acevedo is a financial advisor associated with Good Life Advisors, LLC. Anthony is registered as an Investment Advisor Representative (IAR) in Florida. Anthony holds Series 66, 7 and SIE licenses. Anthony has experience with clients including high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Anthony's previous experience includes working at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Anthony is committed to providing excellent financial advice and service.

Firm Information

Anthony Acevedo 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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Anthony Acevedo’s Registration & Firm History

PA

02/14/2023 - Present

Good Life Advisors, LLC (READING PA)

FL

11/10/2014 - 10/03/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ORLANDO FL)

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Licenses & Designations

BOTH

Issued 12/01/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/10/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Anthony Acevedo. Review regulatory record here.
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