Robert
Templeton
Good Life Advisors, LLC
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About this Advisor
Robert Templeton is a financial advisor based in Columbia, South Carolina, working with Good Life Advisors, LLC. Robert has previously held positions at Waddell & Reed, Inc, Various Insurance Carriers, Cope Baptist Church, Lpl Financial, LLC, and Good Life Advisors, LLC. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in South Carolina and Texas. 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
Services Offered
Fee Structure
Office Location
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Good Life Advisors, LLC Brokerage Details
$2,896,014,017
138
16,544
$175,049
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 Templeton Work History
Lpl Financial, LLC
Good Life Advisors, LLC
Cope Baptist Church
Waddell & Reed, Inc
Various Insurance Carriers
Disclosures
Please visit the SEC profile of Robert Templeton 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
Reading, PA
Reading, PA
Southlake, TX
Bridgeville, PA
Bridgeville, PA
Reading, PA
Morehead City, NC
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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