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Robert Greggory Templeton

Good Life Advisors, LLC

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About Robert Greggory Templeton

Robert Templeton is a financial advisor in Columbia, South Carolina. Robert has been in the financial services industry since July 1995 and has held both broker-dealer and investment advisor registrations. Robert currently holds both investment advisor and broker-dealer registrations with Good Life Advisors, LLC. Robert has been with Good Life Advisors, LLC since July 2016.

Firm Information

Robert Templeton 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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Robert Templeton’s Registration & Firm History

SC

01/08/2021 - Present

Good Life Advisors, LLC (Columbia SC)

SC

07/17/1995 - 08/06/2016

WADDELL & REED (COLUMBIA SC)

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Licenses & Designations

IA

Issued 02/11/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/23/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/12/2009

Series 7 - General Securities Representative Examination

BC

Issued 07/14/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Robert Greggory Templeton. Review regulatory record here.
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