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Matthew Duane Allgood

Good Life Advisors, LLC

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About Matthew Duane Allgood

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.

Firm Information

Matthew Allgood 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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Matthew Allgood’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Duane Allgood.
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