Kevin
Haffics
Good Life Advisors, LLC
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About this Advisor
Kevin Haffics is a financial advisor operating in Bridgeville, Pennsylvania with a total of 2 years of industry experience. Haffics is an employee of Good Life Advisors, LLC. Over the course of their career, they have held roles at Waddell & Reed, Inc, Various Insurance Carriers For W & R Insurance Agencies, Compassion Connection, Gregory Furer, Beratung Advisors LLC, Lpl Financial LLC and Good Life Advisors, LLC. Haffics holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Pennsylvania. Good Life Advisors, LLC is a registered investment firm based out of Reading, PA. The company has offices in 49 locations and a total of 129 advisors. It oversees $2 billion in assets between its 16,127 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 31 charities and foundations. Of its 16,127 client accounts, just 7% belong to high-net-worth clients who have more than $1 million in assets. Good Life Advisors, LLC has a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management usually depend on which services the firm provides the client. However, fee types charged by Good Life Advisors, LLC most likely consist 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
Kevin Haffics Work History
Kevin has been registered as a financial advisor for 2 years.*
Lpl Financial LLC
Good Life Advisors, LLC
Beratung Advisors LLC
Gregory Furer
Compassion Connection
Waddell & Reed, Inc
Various Insurance Carriers For W & R Insurance Agencies
*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 Kevin Haffics 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
Bridgeville, PA
Reading, PA
Reading, PA
Plainwell, MI
Reading, PA
Winter Springs, FL
Reading, 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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