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Noah Brooks

26 Years of Experience
Reading, PA
BrokerSells Insurance

Noah Brooks is a registered investment advisor at Good Life Advisors, LLC, based in Reading, PA, with 26 years of industry experience. Noah 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
95 advisors
Number of Clients
15,732 clients
Average Client Portfolio
$222K average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)

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.

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Location

2395 Lancaster Pike, Reading, PA, 19607

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Noah is involved with the Blue Mountain Eagle Climbing Club and spends minimal time on it. He is also a registered investment advisor hybrid with Good Life Advisors, LLC, and dedicates nearly full-time hours to Good Life Financial Advisors.

Employment History
Current Registrations
Good Life Advisors, LLC
January 2015 - Present · 11 yrs 8 mos
LPL Financial LLCBroker
August 2013 - Present · 13 yrs 1 mo
Previous Registrations
Private Advisor Group, LLC
August 2013 - December 2014 · 1 yr 4 mos
Wells Fargo Advisors, LLC
January 2005 - September 2013 · 8 yrs 8 mos
Wells Fargo Advisors, LLCBroker
July 2003 - September 2013 · 10 yrs 2 mos
Prudential Securities IncorporatedBroker
July 1999 - July 2003 · 4 yrs
State Registrations23 states
CACOCTDEFLIDMAMEMNNCNJNVNYOHORPASCSDTNTXUTVAWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Noah Brooks - Financial Advisor | TrueAdvisor