Lisa
Evans

Good Life Advisors, LLC

CRD#3029876
Investment Advisor
in Reading, PA

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About this Advisor

Lisa Evans is a financial advisor based in Reading, Pennsylvania, working with Good Life Advisors, LLC. Lisa has previously held positions at Lpl Financial, LLC, Foreside Financial Group, LLC, Foreside Fund Services, LLC, and Roth Consulting. Lisa has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Oregon. Currently, Lisa is part of Good Life Advisors, LLC, which operates out of Reading, Pennsylvania. The firm has 52 offices and 138 employees. The firm manages assets totaling $2.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Good Life Advisors, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 66

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

2395 Lancaster Pike
Reading, PA 19607

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Good Life Advisors, LLC Brokerage Details

Total Assets Under Management

$2,896,014,017

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

138

PA Average: 41
Total Number of Accounts

16,544

PA Average: 3,342
Average Account Size

$175,049

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

Lisa Evans Work History

2023 - Present (1 year)

Lpl Financial, LLC

2019 - 2022 (3 years)

Foreside Fund Services, LLC

2018 - 2023 (5 years)

Foreside Financial Group, LLC

2017 - 2018 (1 year)

Roth Consulting

2014 - 2017 (3 years)

Lpl Financial, LLC

Disclosures

Please visit the SEC profile of Lisa Evans 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

Christopher Danner
Round Rock, TX
Jose Rizal Pangilinan
Bridgeville, PA
Richard Blaha
Reading, PA
Brian Tillotson
Southlake, TX
Jeffrey Matthews
Reading, PA
Steven Jones
Morehead City, NC
Janette Jolly
Reading, PA
Maxwell Demeritte
Coral Springs, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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