Sean
Mest

Good Life Advisors, LLC

CRD#6218140
Investment Advisor
in Reading, PA

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About this Advisor

Sean Mest is a financial advisor working in Reading, Pennsylvania, with 1 year of industry experience. Mest currently works for Good Life Advisors, LLC. During their career, the advisor has held roles at Wells Fargo Advisors, LLC, Lpl Financial, First Niagara, Key Investment Services LLC, Keybank, Guardian Life Insurance Co Of America, Park Avenue Securities, LLC, Guardian Life Insurance Company and Lpl Financial LLC. Mest has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Pennsylvania. Good Life Advisors, LLC is a registered investment business operating out of Reading, PA. The investment advisory business has offices in 49 locations and a total of 129 advisors. It manages $2 billion in assets under management across its 16,127 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides services to 31 charitable organizations. Of its 16,127 customer accounts, just 7% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Good Life Advisors, LLC has a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Financial management fee schedules typically depend on the financial services. Fee types billed by Good Life Advisors, LLC most likely include some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

$2,380,975,431

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

Sean Mest Work History

Sean has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Lpl Financial LLC

2021 - 2022 (1 year)

Guardian Life Insurance Company

2017 - 2021 (4 years)

Guardian Life Insurance Co Of America

2017 - 2022 (5 years)

Park Avenue Securities, LLC

2016 - 2016 (< 1 year)

Key Investment Services LLC

2016 - 2017 (1 year)

Keybank

2016 - 2017 (1 year)

Key Investment Services LLC

2014 - 2016 (2 years)

Lpl Financial

2014 - 2016 (2 years)

First Niagara

2013 - 2014 (1 year)

Wells Fargo 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 Sean Mest 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

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