BS
BS

Brad Joseph Schneider

20 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningInsurance PlanningEstate PlanningFinancial Planning & CoachingTax PlanningInvestment ManagementBusiness Owners
Compensation
Fee-Only (AUM)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
Financial Planning:Included in AUM fee
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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

Brad is a registered investment advisor offering investment advisory and financial planning services through Good Life Advisors and Good Life Financial Advisors, dedicating full-time hours to these activities. He also sells fixed insurance products, Medicare supplement policies, Part D Prescription policies, and represents ELCO Life and Annuity, spending a few hours per week on these insurance-related activities, and dedicates about 10-20% of his time to Advice Only Financial Plans.

Employment History
Current Registrations
Good Life Advisors, LLC
October 2014 - Present · 11 yrs 4 mos
LPL Financial LLC
March 2012 - Present · 13 yrs 11 mos
LPL Financial LLCBroker
March 2012 - Present · 13 yrs 11 mos
Previous Registrations
Private Advisor Group, LLC
March 2012 - November 2014 · 2 yrs 8 mos
Ameriprise Financial Services, INC.
August 2005 - April 2012 · 6 yrs 8 mos
Ameriprise Financial Services, INC.Broker
August 2005 - April 2012 · 6 yrs 8 mos
Ids Life Insurance CompanyBroker
August 2005 - July 2006 · 11 mos
State Registrations6 states
FLGAMDMONJPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.