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Brian Grayson Crook

Good Life Advisors, LLC

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About Brian Grayson Crook

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.

Firm Information

Brian Crook 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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Brian Crook’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Brian Grayson Crook. Review regulatory record here.
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