Gene Levengood
Gene Levengood is a registered investment advisor at Good Life Advisors, LLC, based in Reading, PA, with 37 years of industry experience. Gene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 15,732 clients with $3.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Good Life Advisors offers investment management services where fees are negotiated with a maximum of 3.0% of the portfolio's market value. Fees are billed quarterly in advance. Clients can terminate the agreement with 30 days' written notice and receive a pro-rated refund of unearned fees. Good Life Advisors also participates in third-party asset management programs where fees are set by the program sponsor.
Location
2395 Lancaster Pike, Reading, PA, 19607
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gene operates his LPL business under the DBA Black Diamond Financial Group and provides investment advisory services through Good Life Advisors LLC. He also has a business entity, Gene Levengood Financial Planning LLC, for tax/investment purposes only, and dedicates nearly full-time hours to these activities. Gene is also an agent for non-variable insurance, dedicating minimal time to it.
Employment History
Current Registrations
Good Life Advisors, LLC
LPL Financial LLCBroker
Previous Registrations
Private Advisor Group, LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Wachovia Securities, LLCBroker
M&t Securities, INC.Broker
Janney Montgomery Scott LLCBroker
Penn Securities, INC.Broker
First Clearing CorporationBroker
Meridian Securities, INC.Broker
Corestates Securities CORPBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.