James
Brown

Good Life Advisors, LLC

CRD#6642482
Investment Advisor
in Columbia, SC

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About this Advisor

James Brown is a financial advisor based in Columbia, South Carolina, working with Good Life Advisors, LLC. James has previously held positions at the University Of South Carolina Athletics Department, Cornerstone Financial Management, Lpl Financial, Lpl Financial LLC, and Good Life Advisors, LLC. James has passed the Series 66 regulatory exam and is registered to provide services in South Carolina and Texas. Currently, James is part of Good Life Advisors, LLC, which operates out of Columbia, South Carolina. 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 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

2000 Center Point I Suite 2220
Columbia, SC 29210

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Good Life Advisors, LLC Brokerage Details

Total Assets Under Management

$2,896,014,017

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

138

SC Average: 41
Total Number of Accounts

16,544

SC Average: 3,342
Average Account Size

$175,049

SC 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

James Brown Work History

2017 - Present (7 years)

Good Life Advisors, LLC

2016 - Present (8 years)

Cornerstone Financial Management, Lpl Financial

2016 - Present (8 years)

Lpl Financial LLC

2012 - 2016 (4 years)

University Of South Carolina Athletics Department

Disclosures

Please visit the SEC profile of James Brown 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
Jeffrey Matthews
Reading, PA
Lisa Evans
Reading, PA
Richard Blaha
Reading, PA
Brian Tillotson
Southlake, TX
Maxwell Demeritte
Coral Springs, FL
James Kaiser
Bridgeville, PA
Janette Jolly
Reading, 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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