Paul
Levy

Good Life Advisors, LLC

CRD#3130725
Investment Advisor
in Englewood, CO

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About this Advisor

Paul Levy is a financial advisor based in Englewood, Colorado, working with Good Life Advisors, LLC. Paul has previously held positions at UBS Financial Services Inc, LPL Financial, LLC, and Good Life Advisors, LLC. Paul has passed the Series 63 regulatory exam and is registered to provide services in Colorado. Currently, Paul is part of Good Life Advisors, LLC, which operates out of Englewood, Colorado. The firm has 52 offices and 138 employees. The firm manages assets totaling $2.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Good Life Advisors, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

6465 S Greenwood Plaza Blvd 2Nd Floor
Englewood, CO 80111

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Good Life Advisors, LLC Brokerage Details

Total Assets Under Management

$2,896,014,017

CO Average: $15,833,994,310
Total Number of Employees

138

CO Average: 41
Total Number of Accounts

16,544

CO Average: 3,342
Average Account Size

$175,049

CO Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Paul Levy Work History

2015 - Present (10 years)

Lpl Financial, LLC

2015 - Present (10 years)

Good Life Advisors, LLC

2013 - 2015 (2 years)

Ubs Financial Services Inc

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Disclosures

Please visit the SEC profile of Paul Levy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Good Life Advisors, LLC

Steven Jones
Morehead City, NC
Richard Blaha
Reading, PA
Jeffrey Matthews
Reading, PA
Charles Elhoff
Reading, PA
Lisa Evans
Reading, PA
Sean Mest
Reading, PA
Janette Jolly
Reading, PA
Brian Tillotson
Southlake, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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