Patrick
Moody
Good Life Advisors, LLC
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About this Advisor
Patrick Moody is a financial advisor based in Columbia, South Carolina, working with Good Life Advisors, LLC. Patrick has previously held positions at the University Of South Carolina, Cornerstone Financial Management, Lpl Financial LLC, and Good Life Advisors, LLC. Patrick has passed the Series 66 regulatory exam and is registered to provide services in South Carolina. Currently, Patrick 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
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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
Patrick Moody Work History
Good Life Advisors, LLC
Lpl Financial LLC
Cornerstone Financial Management
University Of South Carolina
Disclosures
Please visit the SEC profile of Patrick Moody 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
Bridgeville, PA
Reading, PA
Reading, PA
Reading, PA
Southlake, TX
Morehead City, NC
Reading, PA
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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