Michael
Barrett

Good Life Advisors, LLC

CRD#5972226
Investment Advisor
in Lewisburg, PA

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About this Advisor

Michael Barrett is a financial advisor based in Lewisburg, Pennsylvania, working with Good Life Advisors, LLC. Michael has previously held positions at Metlife Securities, Lpl Financial LLC, and Good Life Advisors, LLC. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania and Texas. Currently, Michael is part of Good Life Advisors, LLC, which operates out of Lewisburg, 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 65

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

776 Bull Run Crossing Suite 100
Lewisburg, PA 17837

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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

Michael Barrett Work History

2015 - Present (9 years)

Lpl Financial LLC

2015 - Present (9 years)

Good Life Advisors, LLC

2011 - 2015 (4 years)

Metlife Securities

Disclosures

Please visit the SEC profile of Michael Barrett 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

James Kaiser
Bridgeville, PA
Steven Jones
Morehead City, NC
Jeffrey Matthews
Reading, PA
Sean Mest
Reading, PA
Christopher Danner
Round Rock, TX
Charles Elhoff
Reading, PA
Janette Jolly
Reading, PA
Jose Rizal Pangilinan
Bridgeville, PA

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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