Tiffany
Grammer-Newlin

Good Life Advisors, LLC

CRD#6258230
Investment Advisor
in Morehead City, NC

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Tiffany Grammer-Newlin is a financial advisor based out of Morehead City, North Carolina, with a total of 6 years of relevant experience. Grammer-Newlin is an employee of Good Life Advisors, LLC. The advisor has gained experience at Wells Fargo Bank Na, Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Lpl Financial, LLC and Good Life Advisors, LLC. Grammer-Newlin has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in North Carolina. 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 people on staff. It administers $2 billion in assets between its 16,127 accounts, placing it among the largest firms in the country by assets under management. The firm serves 31 charities and foundations. Of its 16,127 accounts, just 7% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The business offers a broad array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors typically vary depending on which services the firm provides the client. However, fees charged by Good Life Advisors, LLC most likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 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

405 Evans Street Suite A
Morehead City, NC 28557

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Good Life Advisors, LLC Brokerage Details

Total Assets Under Management

$2,380,975,431

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

129

NC Average: 41
Total Number of Accounts

16,127

NC Average: 3,342
Average Account Size

$147,639

NC 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

Tiffany Grammer-Newlin Work History

Tiffany has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Lpl Financial, LLC

2017 - Present (7 years)

Good Life Advisors, LLC

2016 - 2017 (1 year)

Wells Fargo Clearing Services, LLC

2013 - 2016 (3 years)

Wells Fargo Advisors, LLC

2011 - 2017 (6 years)

Wells Fargo Bank Na

*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 Tiffany Grammer-Newlin 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

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

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started