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Wendy Ruth Bowes

Good Life Advisors, LLC

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About Wendy Ruth Bowes

Wendy Ruth Bowes has been an active advisor in the financial services industry since December 1998. Wendy is currently registered as a Registered Representative with Good Life Advisors, LLC and as an Investment Advisor Representative (IAR) with Good Life Advisors, LLC. Wendy has previously held registrations with MetLife Securities Inc. and Metropolitan Life Insurance Company. In addition to her current registration with Good Life Advisors, LLC, Wendy is registered in several other states as a broker and an investment advisor representative. Wendy holds the Series 6, SIE and Series 63 licenses.

Firm Information

Wendy Bowes 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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Wendy Bowes’s Registration & Firm History

PA

07/29/2015 - Present

Good Life Advisors, LLC (READING PA)

PA

12/16/1998 - 07/07/2015

METLIFE SECURITIES INC. (ALLENTOWN PA)

PA

12/16/1998 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (LEWISBURG PA)

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Licenses & Designations

BC

Issued 12/17/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/10/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Wendy Ruth Bowes.
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