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Frederick Shows

27 Years of Experience
Greenville, SC
BrokerSells Insurance

Frederick Shows is a registered investment advisor at Good Life Advisors, LLC, based in Greenville, SC, with 27 years of industry experience. Frederick 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

101 North Main Street, Suite 805, Greenville, SC, 29601

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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

Frederick is involved in several business activities, including Good Life Financial Advisors (DBA for LPL business), Good Life Insurance (selling various insurance products), and Good Life Advisors, LLC (Registered Investment Advisor). He also sells health insurance through United Healthcare and Humana, dedicating about half his time to insurance-related activities and full-time to his LPL business and Good Life Advisors, LLC.

Employment History
Current Registrations
Good Life Advisors, LLC
January 2017 - Present · 9 yrs 4 mos
LPL Financial LLCBroker
December 2016 - Present · 9 yrs 5 mos
Previous Registrations
LPL Financial LLC
July 2018 - October 2020 · 2 yrs 3 mos
Waddell & Reed
March 2005 - December 2016 · 11 yrs 9 mos
Waddell & ReedBroker
March 2005 - December 2016 · 11 yrs 9 mos
Nylife Securities INC.Broker
January 1999 - February 2005 · 6 yrs 1 mo
State Registrations11 states
AZCAFLGAILLAMOMSNCSCTX
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.
Frederick Shows - Financial Advisor | TrueAdvisor