Robert
Templeton

Good Life Advisors, LLC

CRD#2630728
Investment Advisor
in Columbia, SC

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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

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

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 Templeton Work History

2016 - Present (8 years)

Lpl Financial, LLC

2016 - Present (8 years)

Good Life Advisors, LLC

2010 - 2018 (8 years)

Cope Baptist Church

1995 - 2016 (21 years)

Waddell & Reed, Inc

1995 - 2016 (21 years)

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

Brian Tillotson
Southlake, TX
Charles Elhoff
Reading, PA
James Kaiser
Bridgeville, PA
Richard Blaha
Reading, PA
Christopher Danner
Round Rock, TX
Jeffrey Matthews
Reading, PA
Sean Mest
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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