Marcus Moore
Marcus Moore is a CFP-designated registered investment advisor at Good Life Advisors, LLC, based in Reading, PA, with 39 years of industry experience. Marcus 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
Get directionsHistory
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
Marcus is an agent for Level Four Insurance Services, LLC selling non-variable insurance, dedicating minimal time. He also operates Virtus Wealth Management as a DBA for his LPL business, spending full-time hours, and provides investment advisory services through Good Life Advisors, LLC, dedicating about 10-20% of his time.
Employment History
Current Registrations
Good Life Advisors, LLC
LPL Financial LLCBroker
Previous Registrations
Level Four Advisory Services
UBS Financial Services INC.Broker
UBS Financial Services INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch Pierce Fenner & Smith INC.
Fidelity Investments Institutional Services Company, INC.Broker
Fidelity Brokerage Services, INC.Broker
Fidelity Distributors CorporationBroker
State Registrations8 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.