Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Barrett is a financial advisor with Good Life Advisors, LLC. Michael has been in the industry since 2011. Michael works with individuals, families, trusts, and estates to provide financial planning and investment management services. Michael is also a registered representative with LPL Financial, LLC. Michael holds the Series 6, Series 7, Series 63, and Series 65 licenses. Michael's areas of expertise include retirement planning, college savings, and estate planning. Michael is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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
PA
04/21/2016 - Present
Good Life Advisors, LLC (Lewisburg PA)
PA
09/05/2011 - 07/07/2015
METLIFE SECURITIES INC. (LEWISBURG PA)
IA
Issued 11/27/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2012
Series 7 - General Securities Representative Examination
BC
Issued 09/03/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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