KM
KM

Kamisha Mcknight

2 Years of Experience
Reading, PA
7 DisclosuresBroker

Kamisha Mcknight is a registered investment advisor at Good Life Advisors, LLC, based in Reading, PA, with 2 years of industry experience. Kamisha 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 (7)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
October 2023
Final
Financial
October 2023
Final
Financial
October 2023
Final
Financial
October 2023
Final
Financial
June 2023
Final
Financial
June 2023
Final
Financial
May 2023
Final
Other Business Activities

Kamisha works full-time for Good Life Financial Advisors, a DBA for her LPL business, and provides administrative support to Good Life Advisors LLC, an independent investment advisor firm. She also has outside W-2 employment at Players' Retreat and Zest Cafe & Home Art, spending about 10-20% of her time at each.

Employment History
Current Registrations
Good Life Advisors, LLC
October 2024 - Present · 1 yr 7 mos
LPL Financial LLCBroker
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
April 2023 - July 2024 · 1 yr 3 mos
Fidelity Brokerage Services LLCBroker
February 2023 - June 2024 · 1 yr 4 mos
State Registrations1 state
NC
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.
Kamisha Mcknight - Financial Advisor | TrueAdvisor