Robert
Price

Good Life Advisors, LLC

CRD#6512305
Investment Advisor
in Columbia, SC

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About this Advisor

Robert Price is a financial advisor based in Columbia, South Carolina, working with Good Life Advisors, LLC. Robert has previously held positions as a student, at Waddell & Reed, Inc, with various insurance carriers for W&R Insurance Agencies, at LPL Financial, LLC, and at Good Life Advisors, LLC. Robert has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in South Carolina. Currently, Robert 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, 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

2000 Center Point Road 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

Robert Price Work History

2016 - Present (8 years)

Lpl Financial, LLC

2016 - Present (8 years)

Good Life Advisors, LLC

2016 - 2016 (< 1 year)

Various Insurance Carriers For W&R Insurance Agencies

2015 - 2016 (1 year)

Waddell & Reed, Inc

2005 - 2015 (10 years)

Student

Disclosures

Please visit the SEC profile of Robert Price 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

Jeffrey Matthews
Reading, PA
Janette Jolly
Reading, PA
Brian Tillotson
Southlake, TX
James Kaiser
Bridgeville, PA
Jose Rizal Pangilinan
Bridgeville, PA
Lisa Evans
Reading, PA
Steven Jones
Morehead City, NC
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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