Bradley
Shear

Good Life Advisors, LLC

CRD#6801131
Investment Advisor
in Monroeville, PA

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About this Advisor

Bradley Shear is a financial advisor who works in Monroeville, Pennsylvania who has 4 years of industry experience. Shear is on the advisory team at Good Life Advisors, LLC. Throughout their career, they have worked at Daily Bread, Shear Capital Group, Lpl Financial LLC, Gateway School District Mosside And Gatway High School, Kent State and Good Life Advisors, LLC. Shear holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Pennsylvania and Texas. Good Life Advisors, LLC is a registered investment company that has its headquarters in Reading, PA. The firm has offices in 49 locations and a total of 129 financial advisors. It handles $2 billion in assets under management between its 16,127 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 31 charitable organizations. Of its 16,127 customer accounts, just 7% are held by high-net-worth individuals who have greater than $1 million in investable assets. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fee schedules typically depend on which services the firm provides the client. However, fee types charged by Good Life Advisors, LLC can be comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 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

2520 Mosside Blvd Suite 4
Monroeville, PA 15146

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Good Life Advisors, LLC Brokerage Details

Total Assets Under Management

$2,380,975,431

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

129

PA Average: 41
Total Number of Accounts

16,127

PA Average: 3,342
Average Account Size

$147,639

PA 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

Bradley Shear Work History

Bradley has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Good Life Advisors, LLC

2017 - Present (7 years)

Lpl Financial LLC

2014 - Present (10 years)

Shear Capital Group

2013 - Present (11 years)

Kent State

2012 - 2014 (2 years)

Daily Bread

2007 - 2013 (6 years)

Gateway School District Mosside And Gatway High School

*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 Bradley Shear 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

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