Christopher Moak is a registered investment advisor at Good Life Advisors, LLC, based in Syracuse, NY, with 19 years of industry experience. Christopher 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
231 Salina Meadows Pkwy, Syracuse, NY, 13212
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Christopher operates his LPL business under the DBA Independent Retirement Partners, LLC, dedicating full-time hours. He also provides investment advisory services through Good Life Advisors, LLC, spending about two-thirds of his time on this activity.
Employment History
Current Registrations
Good Life Advisors, LLC
LPL Financial LLCBroker
Previous Registrations
Good Life Advisors, LLC
Independent Financial Partners
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.Broker
AXA Advisors, LLCBroker
State Registrations9 states
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