linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

William Martin Pier

Good Life Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you William? Claim Your Profile

About William Martin Pier

William Martin Pier is a financial advisor with Good Life Advisors, LLC. William has been in the financial industry since January 25, 1993. William is licensed in 25 states and has been associated with Good Life Advisors, LLC since February 6, 2015. Prior to joining Good Life Advisors, LLC, William was associated with UBS FINANCIAL SERVICES INC. and A. G. EDWARDS & SONS, INC. William offers advisory services for individuals and families and specializes in financial planning and portfolio management. William is also a Certified Financial Planner.

Firm Information

William Pier 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Planning subscription fee

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

William Pier’s Registration & Firm History

CO

02/06/2015 - Present

Good Life Advisors, LLC (CENTENNIAL CO)

CO

10/12/2007 - 02/13/2015

UBS FINANCIAL SERVICES INC. (DENVER CO)

CO

01/26/1993 - 10/17/2007

A. G. EDWARDS & SONS, INC. (GREENWOOD VILLAGE CO)

Not sure if William Martin Pier is right for you?

Licenses & Designations

BC

Issued 02/12/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/22/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for William Martin Pier. Review regulatory record here.
Not sure if William Martin Pier is right for you?