Anthony Artero
Anthony Artero is a registered investment advisor at Good Life Advisors, LLC, based in San Diego, CA, with 24 years of industry experience. Anthony 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
11545 West Bernardo Court, Suite 203, San Diego, CA, 92127
Get directionsHistory
Regulatory History (3)
Customer Dispute
November 2012Customer Dispute
March 2009Customer Dispute
October 2008Other Business ActivitiesSells Insurance
Anthony is affiliated with Good Life Advisors, LLC and Ethos Wealth Management as a registered investment advisor, dedicating full-time hours to these roles. He also acts in a fiduciary capacity for a family trust, sells non-variable insurance products, and owns rental real estate, each requiring minimal time.
Employment History
Current Registrations
Good Life Advisors, LLC
LPL Financial LLCBroker
Previous Registrations
First Allied Advisory Services, INC.
First Allied Securities, INC.
Rjl Wealth Management, LLC
First Allied Securities, INC.Broker
Raymond J. Lucia Companies, INC.
Securities America Advisors, INC.
Securities America, INC.Broker
Brookstreet Capital Management
Brookstreet Securities CorporationBroker
Raymond James Financial Services, INC.Broker
Crown Capital Securities, L.P.Broker
Woodbury Financial Services, INC.Broker
State Registrations16 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.