CD
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Conor Delaney

19 Years of Experience
Reading, PA
BrokerSells Insurance

Conor Delaney is a registered investment advisor at Good Life Advisors, LLC, based in Reading, PA, with 19 years of industry experience. Conor 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

Conor is involved in numerous business activities, including Good Life Advisors, Good Life Management Co LLC, The Good Life Companies, Good Life Financial Advisors, Good Life Insurance Associates, C2 Real Estate LLC, Good Life Organics, Good Life IA, Property & Casualty, LLC, Good Life Holding Company, Good Life Financial Group DBA Good Life Advisor Systems (GLAS), Good Life Outsourced Compliance, and Delaney9. These activities range from registered investment advisory services and insurance to real estate rental and managing a cafe.

Employment History
Current Registrations
Good Life Advisors, LLC
July 2014 - Present · 11 yrs 10 mos
LPL Financial LLC
December 2012 - Present · 13 yrs 5 mos
LPL Financial LLCBroker
February 2012 - Present · 14 yrs 3 mos
Previous Registrations
Private Advisor Group, LLC
February 2012 - July 2014 · 2 yrs 5 mos
Waddell & Reed, INC.
April 2010 - February 2012 · 1 yr 10 mos
Waddell & Reed, INC.Broker
August 2006 - February 2012 · 5 yrs 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Conor Delaney - Financial Advisor | TrueAdvisor