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Paul Edward Levy

Good Life Advisors, LLC

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About Paul Edward Levy

Paul Edward Levy is a financial advisor with Good Life Advisors, LLC. Paul has been in the industry since 1998 and has a wide range of experience in helping clients achieve their financial goals. Paul's primary focus is helping individuals, families, and businesses with financial planning, investment management, and retirement planning. Paul also provides educational seminars and publications. Paul has been registered with Good Life Advisors, LLC since February 5, 2015. Previously Paul was registered with UBS Financial Services Inc. and A. G. Edwards & Sons, Inc.

Firm Information

Paul Levy 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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Paul Levy’s Registration & Firm History

CO

02/05/2015 - Present

Good Life Advisors, LLC (CENTENNIAL CO)

CO

10/12/2007 - 02/13/2015

UBS FINANCIAL SERVICES INC. (DENVER CO)

CO

11/05/1998 - 10/17/2007

A. G. EDWARDS & SONS, INC. (GREENWOOD VILLAGE CO)

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Licenses & Designations

BC

Issued 11/12/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/04/2012

Series 31 - Futures Managed Funds Examination

BC

Issued 11/04/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul Edward Levy.
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