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Philip Thomas Webb

Good Life Advisors, LLC

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About Philip Thomas Webb

Philip Thomas Webb is a financial advisor in Bridgeville, Pennsylvania. Philip has been in the securities industry since April 30, 2005. Philip has a Series 7, Series 31, and Series 66 license. Philip currently works for Good Life Advisors, LLC. Previously, Philip was registered with Waddell & Reed, CCO Investment Services Corp., Essex National Securities, Inc., UVEST Financial Services Group, Inc., NatCity Investments, Inc., Walnut Street Securities, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Philip provides investment advisory services through Good Life Advisors, LLC, an independent investment advisor firm. Philip's services include financial planning and portfolio management for individuals.

Firm Information

Philip Webb 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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Philip Webb’s Registration & Firm History

PA

12/13/2017 - Present

Good Life Advisors, LLC (Bridgeville PA)

PA

11/08/2013 - 12/20/2017

WADDELL & REED (PITTSBURGH PA)

PA

08/16/2010 - 11/12/2013

CCO INVESTMENT SERVICES CORP. (PITTSBURGH PA)

PA

05/28/2010 - 08/05/2010

ESSEX NATIONAL SECURITIES, INC. (BUTLER PA)

PA

06/09/2006 - 06/02/2010

UVEST FINANCIAL SERVICES GROUP, INC. (HOMESTEAD PA)

PA

01/10/2006 - 05/10/2006

NATCITY INVESTMENTS, INC. (PITTSBURGH PA)

CA

09/01/2005 - 11/30/2005

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

NY

01/10/2005 - 07/21/2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 02/07/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/28/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 01/07/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Philip Thomas Webb.
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