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Joshua D Chase

Good Life Advisors, LLC

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About Joshua D Chase

Joshua Chase is a financial advisor at Good Life Advisors, LLC. Joshua has been in the financial industry for over 10 years. Joshua has a Series 7, Series 65 and Series 63 licenses. Joshua specializes in providing financial planning, portfolio management for individuals, educational seminars, and selection of other advisers. Joshua has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Prior to joining Good Life Advisors, Joshua was a financial advisor at B. Riley Wealth Management, Inc.

Firm Information

Joshua Chase 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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Joshua Chase’s Registration & Firm History

FL

08/17/2023 - Present

Good Life Advisors, LLC (Sunrise FL)

TN

03/02/2021 - 06/27/2023

B. RILEY WEALTH MANAGEMENT (MEMPHIS TN)

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Licenses & Designations

IA

Issued 11/19/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/02/2021

Series 7TO - General Securities Representative Examination

BC

Issued 09/09/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua D Chase.
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