Unclaimed
Brian Grayson Crook is an investment advisor representative with Good Life Advisors, LLC based in Reading, Pennsylvania. Brian has over 30 years of experience in the financial services industry and is registered with FINRA as a general securities representative, an options principal and a registered principal. Brian holds both Series 63 and Series 65 licenses. Brian is also registered with the state of Idaho as an investment advisor representative. Brian offers a variety of financial services including financial planning, educational seminars, and portfolio management for individuals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Planning subscription fee
1
2
PA
03/10/2023 - Present
Good Life Advisors, LLC (READING PA)
ID
03/03/2011 - 03/10/2023
COMMONWEALTH FINANCIAL NETWORK (BOISE ID)
ID
08/15/2003 - 03/03/2011
D.A. DAVIDSON & CO. (BOISE ID)
NY
09/18/1998 - 09/02/2003
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MN
06/07/1993 - 10/15/1998
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
IA
Issued 04/24/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2004
Series 4 - Registered Options Principal Examination
BC
Issued 09/26/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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