Ivan
Ramirez-Ramirez

Good Life Advisors, LLC

CRD#4886886
Investment Advisor
in Bradenton, FL

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About this Advisor

Ivan Ramirez-Ramirez is a financial advisor based out of Bradenton, Florida with 5 years of industry experience. Ramirez-Ramirez is currently employed by Good Life Advisors, LLC. Over the course of their career, Ramirez-Ramirez has held roles at Lpl Financial LLC, Good Life Advisors, LLC and Independent Financial Partners. Ramirez-Ramirez maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida and Texas. Good Life Advisors, LLC is a registered investment company that has its headquarters in Reading, PA. The investment advisory business has offices in 49 locations and a total of 129 financial advisors. It controls $2 billion in total assets between its 16,127 accounts, making it one of the largest firms in the nation by assets under management. The firm provides financial advice to 31 charitable organizations. Of its 16,127 customer accounts, just 7% are associated with high-net-worth investors who have more than $1 million in investable assets. The company has a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Financial management fee schedules typically are based on which service is provided. Fee types charged by Good Life Advisors, LLC can consist of any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

5 years

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

9040 Town Center Parkway
Bradenton, FL 34202

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Good Life Advisors, LLC Brokerage Details

Total Assets Under Management

$2,380,975,431

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

129

FL Average: 41
Total Number of Accounts

16,127

FL Average: 3,342
Average Account Size

$147,639

FL 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

Ivan Ramirez-Ramirez Work History

Ivan has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Good Life Advisors, LLC

2009 - Present (15 years)

Lpl Financial LLC

2011 - 2018 (7 years)

Independent Financial Partners

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Ivan Ramirez-Ramirez 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

Daniel Thornton
Winter Springs, FL
Jose Rizal Pangilinan
Bridgeville, PA
Carlton Jacobson
Plainwell, MI
Erik Steudle
Reading, PA
David Bigger
Reading, PA
Kelly Gray
Reading, PA
Sean Mest
Reading, PA
Janette Jolly
Reading, PA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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