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Fred Maxwell Quattlebaum

Good Life Advisors, LLC

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About Fred Maxwell Quattlebaum

Fred Maxwell Quattlebaum is a financial advisor with Good Life Advisors, LLC. Fred has been in the financial services industry since 1984. Fred holds the Series 7, Series 63, and Series 65 securities licenses. Fred's professional experience includes previous roles at Wells Fargo Advisors, LLC, Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated, and Prudential Securities Incorporated. Fred specializes in retirement planning, college savings, and estate planning. Good Life Advisors, LLC is a registered investment advisor that offers a wide range of financial services to individuals, families, and businesses.

Firm Information

Fred Quattlebaum 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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Fred Quattlebaum’s Registration & Firm History

PA

05/09/2016 - Present

Good Life Advisors, LLC (READING PA)

SC

08/11/2008 - 05/10/2016

WELLS FARGO ADVISORS, LLC (COLUMBIA SC)

SC

02/21/2006 - 08/22/2008

CITIGROUP GLOBAL MARKETS INC. (COLUMBIA SC)

MD

05/26/2000 - 02/21/2006

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

NY

11/14/1989 - 06/02/2000

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NA

08/25/1989 - 09/12/1989

PRUDENTIAL-BACHE SECURITIES INC.

NY

06/27/1986 - 08/25/1989

THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)

NA

09/24/1984 - 07/11/1986

DEAN WITTER REYNOLDS INC.

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Licenses & Designations

IA

Issued 06/03/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/20/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/15/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Fred Maxwell Quattlebaum.
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