JS
CFP
JS
CFP

Joshua Strange

14 Years of Experience
Reading, PA
BrokerSells Insurance

Joshua Strange is a CFP-designated registered investment advisor at Good Life Advisors, LLC, based in Reading, PA, with 14 years of industry experience. Joshua 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

Joshua is involved in several business activities, including DBAs and entities related to Good Life Financial Advisors, taking up nearly full-time. He also spends minimal time on non-variable insurance and owns real estate rental property.

Employment History
Current Registrations
Good Life Advisors, LLC
May 2018 - Present · 8 yrs
LPL Financial LLCBroker
May 2018 - Present · 8 yrs
Previous Registrations
LPL Financial LLC
December 2018 - March 2019 · 3 mos
Suntrust Advisory Services, INC.
September 2016 - May 2018 · 1 yr 8 mos
Suntrust Investment Services, INC.Broker
July 2014 - May 2018 · 3 yrs 10 mos
Suntrust Investment Services, INC.
July 2014 - December 2016 · 2 yrs 5 mos
Bb&t Investment Services, INC.
July 2012 - July 2014 · 2 yrs
Bb&t Investment Services, INC.Broker
July 2012 - July 2014 · 2 yrs
Ameriprise Financial Services, INC.
July 2011 - July 2012 · 1 yr
Ameriprise Financial Services, INC.Broker
July 2011 - July 2012 · 1 yr
State Registrations17 states
AZCODCDEFLGAILINMDMINCORPASCTXVAWA
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.
Joshua Strange - Financial Advisor | TrueAdvisor