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Willis Robert Deaton

Good Life Advisors, LLC

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About Willis Robert Deaton

Willis Deaton is a financial advisor with Good Life Advisors, LLC. Willis has been in the industry since 1984, and is registered with FINRA and the state of South Carolina. Willis has a strong background in investment planning and has a deep understanding of the financial markets. Willis provides a range of services to clients, including financial planning, investment management, and retirement planning. Willis is committed to helping clients achieve their financial goals. Willis is also registered with the state of Texas as an Investment Advisor Representative.

Firm Information

Willis Deaton 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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Willis Deaton’s Registration & Firm History

SC

01/28/2017 - Present

Good Life Advisors, LLC (Columbia SC)

SC

03/29/1984 - 08/13/2016

WADDELL & REED (COLUMBIA SC)

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Licenses & Designations

IA

Issued 05/30/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/23/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/22/1994

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/31/2008

Series 7 - General Securities Representative Examination

BC

Issued 01/18/1989

Series 62 - Corporate Securities Limited Representative Examination

BC

Issued 11/07/1984

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 03/28/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Willis Robert Deaton.
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