Paul
Levy
Good Life Advisors, LLC
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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
Services Offered
Fee Structure
Office Location
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Good Life Advisors, LLC Brokerage Details
$2,896,014,017
138
16,544
$175,049
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
Lpl Financial, LLC
Good Life Advisors, LLC
Ubs Financial Services Inc
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
Coral Springs, FL
Reading, PA
Reading, PA
Morehead City, NC
Reading, PA
Southlake, TX
Bridgeville, PA
Reading, PA
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