Unclaimed
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.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Planning subscription fee
1
2
SC
01/28/2017 - Present
Good Life Advisors, LLC (Columbia SC)
SC
03/29/1984 - 08/13/2016
WADDELL & REED (COLUMBIA SC)
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
Active
Inactive
F
FINRA
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