Kelly
Gray
Good Life Advisors, LLC
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About this Advisor
Kelly Gray is a financial advisor working in Reading, Pennsylvania who has 5 years of relevant experience. Gray works at Good Life Advisors, LLC. The advisor has gained experience at Jhs Capital Advisors, LLC, Ameriprise Financial Services, Inc, Lpl Financial, LLC and Good Life Advisors, LLC. Gray maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and can serve investors in Florida. Good Life Advisors, LLC is an advisory firm that has its headquarters in Reading, PA. It has offices in 49 locations and a total of 129 financial advisors. It controls $2 billion in assets among its 16,127 customer accounts, making it one of the largest firms in the United States by assets under management. The firm provides financial advice to 31 charitable organizations. Of its 16,127 client accounts, just 7% belong to high-net-worth investors who have greater than $1 million in investable assets. The business performs a wide array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fees depend on the services offered. However, fees charged by Good Life Advisors, LLC most likely are comprised of any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Good Life Advisors, LLC Brokerage Details
$2,380,975,431
129
16,127
$147,639
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
Kelly Gray Work History
Kelly has been registered as a financial advisor for 5 years.*
Lpl Financial, LLC
Good Life Advisors, LLC
Ameriprise Financial Services, Inc
Jhs Capital Advisors,LLC
*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 Kelly Gray 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
Reading, PA
Plainwell, MI
Winter Springs, FL
Reading, PA
Reading, PA
Reading, PA
Bridgeville, PA
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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