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Christopher Begbie

14 Years of Experience
BrokerSells Insurance

Christopher Begbie is a registered investment advisor at Good Life Advisors, LLC, based in Reading, PA, with 14 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
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

Christopher is involved with several entities related to his LPL business and Good Life Advisors, LLC. He also works as a sub-agent for Penn Mutual selling non-variable insurance, dedicating a few hours per week to this activity.

Employment History
Current Registrations
Good Life Advisors, LLC
January 2023 - Present · 3 yrs 3 mos
LPL Financial LLCBroker
May 2021 - Present · 4 yrs 11 mos
LPL Financial LLC
May 2021 - Present · 4 yrs 11 mos
Previous Registrations
LPL Financial LLC
July 2021 - October 2022 · 1 yr 3 mos
Waddell & Reed
June 2018 - July 2021 · 3 yrs 1 mo
Waddell & ReedBroker
April 2018 - July 2021 · 3 yrs 3 mos
Profunds Distributors, INC.Broker
June 2016 - April 2018 · 1 yr 10 mos
Funds Distributor, LLCBroker
April 2015 - May 2016 · 1 yr 1 mo
Oppenheimerfunds Distributor, INC.Broker
August 2013 - March 2015 · 1 yr 7 mos
PNC Investments
August 2012 - July 2013 · 11 mos
PNC InvestmentsBroker
August 2012 - July 2013 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2011 - August 2012 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2011 - August 2012 · 1 yr
State Registrations2 states
ILPA
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.
Christopher Begbie - Financial Advisor | TrueAdvisor