Unclaimed
Matthew Duane Allgood is a financial advisor with over 20 years of experience in the financial services industry. Matthew is registered with Good Life Advisors, LLC, an independent investment advisor firm, and has been working there since September 2021. Prior to joining Good Life Advisors, LLC, Matthew worked at LPL Financial LLC and Level Four Advisory Services. Matthew has a strong background in investment advisory services and is committed to providing his clients with personalized financial planning and wealth management solutions.
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
TN
09/07/2021 - Present
Good Life Advisors, LLC (NASHVILLE TN)
IL
10/13/2004 - 12/08/2014
AMERIPRISE FINANCIAL SERVICES, INC. (DOWNERS GROVE IL)
MN
10/13/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
05/01/2002 - 08/27/2004
HARRISDIRECT LLC (JERSEY CITY NJ)
WA
05/29/2001 - 05/01/2002
HARRIS INVESTORLINE INC. (SEATTLE WA)
NY
01/02/2000 - 05/25/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
GA
05/08/1995 - 12/31/1997
WMA SECURITIES, INC. (DULUTH GA)
BOTH
Issued 10/09/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/05/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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