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Thomas J Levy

Good Life Advisors, LLC

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About Thomas J Levy

Thomas Levy is a registered investment advisor representative with Good Life Advisors, LLC. Thomas has been in the industry since 2007 and has held Series 66, Series 7, and SIE licenses. Thomas is also registered with the state of Florida. Thomas has experience in investment advisory services, financial planning, and education seminars. He is also a member of Good Life Advisors' team, which provides investment advisory services through an independent investment advisor firm. The firm is separate from and independent of LPL Financial.

Firm Information

Thomas 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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Thomas Levy’s Registration & Firm History

PA

03/03/2017 - Present

Good Life Advisors, LLC (READING PA)

PA

11/07/2007 - 12/12/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WYOMISSING PA)

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Licenses & Designations

BOTH

Issued 12/03/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/06/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas J Levy.
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