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Timothy Albergotti

Good Life Advisors, LLC

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About Timothy Albergotti

Timothy Albergotti is a financial advisor with Good Life Advisors, LLC in Columbia, South Carolina. Timothy Albergotti is registered with the state of South Carolina. Timothy Albergotti has been working in the financial industry for over 10 years. Timothy Albergotti provides investment advisory services to individuals, businesses, pension and profit-sharing plans, charitable organizations, and high-net-worth individuals. Timothy Albergotti is also registered as a registered representative with LPL Financial. Timothy Albergotti offers a variety of financial planning services, including portfolio management, retirement planning, and estate planning.

Firm Information

Timothy Albergotti 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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Timothy Albergotti’s Registration & Firm History

SC

12/20/2023 - Present

Good Life Advisors, LLC (Columbia SC)

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Licenses & Designations

BOTH

Issued 12/20/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/05/2023

Series 7TO - General Securities Representative Examination

BC

Issued 05/25/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Timothy Albergotti.
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