BS
BS

Bradley Jonathan Shear

7 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

2520 Mosside Blvd, Suite 4, Monroeville, PA, 15146

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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

Bradley is involved in several business activities, including Shear Capital Group LLC, Good Life IA, Good Life Advisors LLC, and Shear Wealth Management Solutions, LLC. He also works with multiple insurance companies, dedicating varying amounts of time to these activities, ranging from minimal time to about half his time.

Employment History
Current Registrations
Good Life Advisors, LLC
July 2019 - Present · 6 yrs 7 mos
LPL Financial LLCBroker
August 2018 - Present · 7 yrs 6 mos
State Registrations3 states
CAPATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.