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Kenneth Ray Calcutt

Good Life Advisors, LLC

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About Kenneth Ray Calcutt

Kenneth Calcutt is a financial advisor with over 20 years of experience in the industry. Kenneth is registered with Good Life Advisors, LLC and is also a registered investment advisor. Kenneth has a wide range of experience in providing financial planning and investment advice to individuals, families, and businesses. Kenneth's expertise includes retirement planning, college savings, estate planning, and insurance planning. Kenneth holds several industry licenses, including the Series 6, 7, 63, and 65. Kenneth is committed to providing his clients with personalized financial advice and guidance.

Firm Information

Kenneth Calcutt 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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Kenneth Calcutt’s Registration & Firm History

PA

01/28/2017 - Present

Good Life Advisors, LLC (READING PA)

SC

01/05/2004 - 08/08/2014

WADDELL & REED (COLUMBIA SC)

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Licenses & Designations

IA

Issued 03/05/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/05/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/28/2013

Series 7 - General Securities Representative Examination

BC

Issued 01/02/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kenneth Ray Calcutt.
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