Firm or an advisory affiliate was previously found to have made false statements or omissions by a self-regulatory organization. For the last nine years, she has also volunteered as a set designer and costume creator for over 16 plays and musicals at local high school and community theaters affectionately earning the title Cast Mom". and other colleges is the latest legal action to question admissions practices. What does this mean? Some . On a daily basis, Chris researches equity and fixed income investments, develops research and performance reports, and performs due diligence for current and prospective investment allocations for the WAM investment models. He spends his free time terrorizing his cat siblings and is known to enjoy a good belly rub. In her free time she enjoys spending time with her family and friends, acting as pitcrew to her husband at the drag strip, and hiking local trails. What does this mean? With respect to such information, investor.com cannot and does not independently verify, audit, validate, assess or guarantee the adequacy, accuracy, or completeness of such information; such information is not included or otherwise incorporated within investor.com's Trust Score algorithm or review process. With Such Low Win Rates, Should Law Firms Respond to So Many RFPs? Does your firm, or anyone associated with the firm, practice as a law firm? The Knights of Columbus, a 501(c)(8) nonprofit, was founded in New Haven, Connecticut, in 1882 to provide benefits and community for newly arrived Irish immigrants. Financial advisors help you achieve your life goals, such as saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio (e.g., stocks, ETFs, mutual funds, bonds). Again noticing a demand in the marketplace, a specialized model was created which afforded independent IARs the ability to own a piece of the RIA instead of just utilizing the RIA for the compliance services. He currently holds the S7 (General Securities Representative), S24 (General Securities Principal), S53 (Municipal Securities Principal), and S66 (Uniform Combined State Law) registrations. Will any of my assets be invested in those products? Please provide me a list of the products and a summary of how much your firm earns from them. The NAIC has calculated the complaint ratio for Genworth Life Insurance as .35, which means they have about a third as many complaints as you would expect.. As a Certified B Corporation, our focus is simple: people before profits. Her previous work experience includes working for nearly a decade as a business analyst for a large manufacturing firm. To view this content, please continue to their sites. How does your firm mitigate them? Andrew was born in Charleston, West Virginia, but has spent most of his life in the Carolinas. Don't miss the crucial news and insights you need to make informed legal decisions. Prior to joining Good Life Companies, George was an Electrical Engineer with 39 years of experience in engineering, research & development, manufacturing, and project management. Genworth Life Insurance Company has agreed to pay up to $24.5 million to end a class action lawsuit alleging the company withheld information about rate increases from long-term care policyholders. She also is in charge of enrolling eligible employees into our benefit offering which includes Health Insurance and 401K plans. discuss and/or transact business with residents of the following states: DE, What does this mean? Coupled with a contemporary perspective and usage of efficient technology, we bring our blue-collar work ethic to a white-collar industry. With a background in both customer service and administration, Aishaassists her advisors with daily operations including processing account paperwork, answering client phone calls and handling their inquiries accordingly, performing account maintenance, and scheduling client meetings. Our partners compensate us through paid advertising. The two Californian cases Premier Financial Alliance is currently defending are: a 2018 suit filed by Rui Chen and Wenjian Gonzales, alleging pyramid scheme fraud; and. They are now operating around Puerto Rico, the United States and Canada. She also enjoys traveling andhunting. Lee has approximately 17 years of corporate finance experience, working for Marriott International, Qualcomm and has spent the past 13 years at LPL Financial most recently as a Senior Vice President. Abby joined Good Life Companies in November 2021. You can typically find him napping under a desk, roaming the halls of the HQ, and greeting the guests down at Good Life Organics Juice Bar. Regulatory disclosures state that firm sells proprietary investments and products. View. The SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of its rules. While StockBrokers.com has all data verified by industry participants, it can vary from time to time. When he is not managing the financial performance of Good Life Lee enjoys spending time with friends and family, traveling, skiing, and spending time outdoors. The federal lawsuit against Yale, M.I.T. Recruiting took priority over everything, including sales. 610-898-6927 1. investor protection violation. I was the medical expert for the family. What does this mean and why is it important? He combines his experience in Real Estate with his finance background to truly understand the financial implications of real estate transactions, ultimately resulting in better deals for all parties. Chris began his career with CUNA Brokerage Services Inc, providing investment services to credit union members as an associate advisor. The headquarters of Good Life Advisors is 2395 Lancaster Pike Reading, PA 19607. What does this mean? In his free time, Noah enjoys time out on the lake, traveling and cooking. When she is not in the office, Terri enjoys outdoor activities like hiking and kayaking with her husband, Chris, and their two dogs, Nelli and Thor. Boutique law firm specializing in sophisticated real estate litigation &representation of commercial and residential tenants seeks one ( CASH KRUGLER & FREDERICKS LLC is Celebrating Our 20th Anniversary & Newest Partners! Firm or related person receives soft-dollar benefits in connection with client securities transactions. Contact Us| When shes not working, Alexa attends Southern New Hampshire University online for a masters degree in Business Administration. Alexa is the Compliance Administrator at Good Life Companies. 0-5 year associate attorney needed for a civil litigation firm in the Buckheadarea. Bridget joined GLIA as the National Support Specialist in 2019 with a focus on the needs of advisors and insurance agents. As a financial advisory firm, Good Life Advisors can provide a variety of financial planning services for Americans. 3. Does your fim accept soft-dollar benefits? Investor.com relies on regulatory data from the SEC to rate and review financial advisor firms. She has attended Penn State University with a Bachelor of Science in Accounting in progress, while also obtaining multiple certificates in Finance and Psychology. Aisha grew up in a military family: born in Texas, lived in Germany and raised in Hawaii. In his current position at Good Life, Hunter assists and supports financial advisors with the on-boarding process and account openings. Andy will serve as an Executive Trainer and In-house Advanced Case Manager,helping with advisor training needs around specific product lines or case design & implementation. (302) 613-2977. Should I Hire a Financial Advisor or DIY It? Second Street. As a result, we do not support personal reviews on the site. She spent 20 years at Morgan Stanley and 7 years at Moors and Cabot, wearing many different hats in management, compliance, registered sales assistant, etc. Get a Free Case Review. Your Real Estate Legal and Brokerage Expert. License our industry-leading legal content to extend your thought leadership and build your brand. Rachel joined Good Life Companies as Chief Operating Officer in January 2021. It seemed to Klausner like an impossibly good deal for the sponsors, who get huge upside without taking any risk, and an egregiously bad deal for the investors who are buying $8 shares at a $10 price. As the Marketing Coordinator, she is responsible for supporting the Marketing Manager in all marketing, communication, and business development efforts of the company. She is excited to learn about Good Life Companies and how she can continue to help her clients. This arrangement creates a conflict where the firm and its representatives may be incentivized to insure clients with products, including annuities and life insurance, that generate high sales commissions when lower-cost alternatives may exist. With over 30 years of experience, Barbara Jean looks forward to assisting clients and teammates alike with anything they may need at the Good Life office. 3:21-cv-00019-REP), (4) the basis or reason (s) for your objection (s), (5 . Qualified participating firms must abide by investor.com Certification program's terms and conditions when utilizing an awarded "Trusted by investor.com" badge, as well as in connection with permitted enhancements to the firm's investor.com profile page. His tasks are to assist and support the Chief Operating Officer in the day to day operations of Good Life Companies as well as serving onboarding financial advisors with Real Estate Discovery, Lease Negotiations, and build-out of their personal office space. Each attorney is granted unlimited access to high quality, on-demand premium content from well-respected faculty in the legal industry along with administrative access to easily manage CLE for the entire team. In her free time, when she isn't traveling (she's been to 22 countries), Francheska enjoys cooking and being with family. High ratings through A.M. Best and the BBB. What does this mean? He worked full-time at the Charleston Crab House where he learned at an early age the importance of hard work and customer service. This relationship may introduce bias where a firm or related person recommends certain securities with which they are affiliated, rather than others that may have higher returns. The company initially kicks off as World Marketing Alliance (WMA) back in 1991 by the founder . When not in the office, Rachel loves spending time with her husband Roy and step-daughter Sophie. All Rights Reserved. To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. For the most up-to-date information, please view the applicable SEC and FINRA reports above. Good Life Financial Group LLC and Good Life Advisors, LLC are separate entities from LPL Financial. Middletown, DE 19709-5842. P.C. Firm or an advisory affiliate has previously been fined or ordered to cease and desist activity by the SEC or CFTC. a 2019 suit filed by Youxiang Eileen Wang and Biyun Zong . Firm or a related person trades securities for themselves that they also recommend to their clients. Kaylaattended The Art Institute of Pittsburgh for Design. Advertiser Disclosure: StockBrokers.com helps investors across the globe by spending over 1,000 hours each year testing and researching online brokers. Amanda also enjoys being a mom to her critters which includes a dog, 3 cats, a hamster, 8 pond fish, and 13 chickens. Hunter enjoys spending time with his family and friends, as well as watching sports. Law.com Compass includes access to our exclusive industry reports, combining the unmatched expertise of our analyst team with ALMs deep bench of proprietary information to provide insights that cant be found anywhere else. World Financial Group Scam / MLM. Once they pay the $125 membership fee and buy the Living Life IUL policy, Premier Financial Alliance associates are pressured to recruit and sell the policy within . Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Is your firm a broker-dealer or are you affiliated with one? Kayla Gettlejoined Good Life Companies in February of 2016 after working several years as a Marketing Coordinator and Graphic Designer. National Life Group Cons: Not BBB accredited. Participation in the Certification program, including the payment of an annual fee to investor.com, does not guarantee or in any way bias investor.com's decision to award "Trusted by investor.com" status, and "Trusted by investor.com" status shall not constitute or be construed as an endorsement of any firm by investor.com. Kelsey received her Bachelor's Degree at Alvernia University, where the focus of her studies was Human Resource Management. He serves as a compliance consultant to Good Life Advisors, an SEC registered investment adviser and also serves as General Counsel for Good Life Companies. Ainsley recently launched her own business, working as the lead designer at Sizzle Marketing and Web Design. Mr. Delaney was a graduate of Red Bank Catholic High School, Red Bank, New Jersey. Barbara Jean is married to Todd Heckman, a retired Police Chief, who now teaches Protective Services and Law at Berks Career and Technology Center. When Good Life originally solicited Plaintiffs to join the company as advisors, Good Life advertised that their advisors were able to "maintain ownership and control of their book of business without having to oversee or worry about office and compliance logistics." Id. Firm can legally elect to accept commissions for their investment advisory services. Amanda Schultz is a Berks County native who joined Good Life Companies in 2021. She is charged with scaling Good Lifes operations for growth and improving efficiencies through process and technology. Good Life Advisors manages $2.7 billion and provides investment advisory services for 10,685 clients (1:126 advisor/client ratio). Firm performs side-by-side management with accounts that have differing fee structures. Her responsibilitiesare primarily to process, review and submit applications and transfers for Merra Lee and Noah. They enjoy distance running as a family and spending time with their brothers, sister, and nieces in New Jersey. Francheska has 15 years of Human Resources experience and is excited to be a part of our team. What does this mean? Good Life Companies is not a broker/dealer or a Registered Investment Advisor and does not provide legal or tax advice. He received his Bachelors and Masters degree in Electrical Engineering from Stevens Institute of Technology, Hoboken NJ. Kelsey Fritz joined the Good Life team in April 2019 as our Human Resource Coordinator. However, OneMain Financial can still sue you for a debt you owe, and it has an internal debt collections department that will reach out to you when you start missing payments. With that being said, MetLife is a solid insurance company. What does this mean? We'll fight hard to get you everything you're entitled to. Reporter. To execute on this large responsibility, Mr. Delaney has surrounded himself with an executive team that includes veteran industry professionals and people with a long-established track history of building great companies in various marketplaces in the country. Aelish went on to support business development, focusing on onboarding all new advisors from start to finish. Customer Service| tips_and_updates Financial Advisor Education. He began his private practice first before eventually joining Courtnie Nein in 2007, beginning a successful partnership that led the team to found Good Life Financial Advisors, giving them the ability to do more for their current and future clients, while also creating the opportunity to roll out a national platform that is intuitively designed to accommodate successful advisors who share in the same desire - serving their clients, community and family. As a financial advisory firm, Goldstone Financial Group can provide a variety of financial planning services for Americans. The firm's website is not secure by modern internet standards. He is survived by his wife, Joyce; son, Kyle; daugh She had previously worked for Susquehanna Bank, now BB&T Bank, for five years as a Customer Services Representative. Lincoln Financial offers two term life insurance policies, and the application starts with a phone or online interview with one of the company's financial advisors. GE Capital Life Assurance Company of New York. Genworth Settlement Administrator, P.O. RMK Financial Corp. d/b/a Majestic Home Loan or MHL. As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. Andy began his financial services career in 2000, specializing in helping Baby Boomers and business owners transition into retirement. MetLife Life Insurance is a company that provides life insurance. Abby looks forward to bringing her experience to Good Life Companies, assisting clients and advisors alike. Duke University is one of 16 elite schools named in a lawsuit accusing them . Becky graduated from West Chester University of Pennsylvania with a B.S. By Greg Iacurci. She now resides in Berks County with her husband Jose, son Sharif and daughter Jade. The SEC or CFTC has previously found the firm or an advisory affiliate responsible for having an investment-related business have its authorization to do business denied, suspended, or revoked. In 2009, Andrew was promoted to Branch Manager of a local insurance agency and managed over 55 agents and two offices located in Charleston and Hilton Head, SC. Firm or an affiliate actively engages in business as a law firm or lawyer. She looks forward to growing with Good Life Companies and being a strength to clients and advisors alike. When time allows, he can be found with a fishing rod in hand, exploring the waterways of the beautiful place he calls home with his wife Melissa and their three young children. Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest. Your article was successfully shared with the contacts you provided. WFG is a company that sells financial planning services. For further detail, see our articles on different types of advisors and financial advisor services. When shes not working or taking classes, Alexa enjoys reading psychological thriller books, listening to music, and dancing. How does your firm mitigate conflicts that arise from managing accounts with differing fee structures? She was raised on a small farm in Womelsdorf, Pennsylvania where she gained astrong work ethic, learned responsibility andthe value of working hard. The movie's plot centered on a trio of golf-obsessed friends who move to Miami from New Jersey and become . She is also an artist, musician, writer, and foodie and resides in Berks County with her husband and their two children. How many times did it occur? We are highly experienced lawyers, not paralegals. A regulatory agency other than the SEC or CFTC has previously found the firm or an advisory affiliate responsible for having an investment-related business have its authorization to do business denied, suspended, or revoked. Copyright 2023 ALM Global, LLC. Law Offices of Gary Martin Hays & Associates The agreement resolves claims the company improperly increased policyholders charges. Prior to Good Life, Alison started and ran multiple successful businesses. They relish the opportunity to learn about new cultures and customs from around the world. She found her way to financial services as a compliance officer, segueing naturally into the fintech space before joining Good Life. Top-down, and bottom-up, Good Life's desire to create a path to financial independence for the mass affluent is the overarching goal that permeates through the organization. However, I learned that they are MetLife. These commissions may be earned from the sale of investment or insurance products and are paid by the companies providing the products being sold. What does this mean and why is this important? A written Objection must include: (1) your full name, (2) your current address, (3) the name of the case and the case number ( Halcom, et al. Seth grew up in Bend, Oregon and attended the University of Oregon. This could be detrimental to a client during down markets. As a matter of policy, BBB does not endorse any product, service or business. Sean Mest joined Good Life Companies in February 2022. Beasley, Allen, Crow, Methvin, Portis & Miles, P.C. This typically occurs when firms manage mutual funds or hedge funds alongside smaller retail accounts. The lawsuit, which seeks a jury trial, alleges that the two plans are deceptively named and marketed, misrepresenting the functioning and features of the plans. Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. Through our deep-seeded core values we believe that it is in all of our best interest to put our best foot forward both professionally and personally to provide the highest level of service we can to our customers, the American public. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles. Community Outreach Coordinator, Receptionist, Communications & Relationship Coordinator. 2023 Reink Media Group LLC. California, United States. Firm recommends securities or other investment products to advisory clients in which the firm or a related person has some other proprietary (ownership) interest that isnt related to trading or holding the security or securities themselves personally. Brighthouse Financial is one of the largest life insurance companies in the United States. Abby also enjoys cooking, curling up with a good book (anything by Maeve Binchy or Patrick Taylor), and Pilates. He grew up in South Jersey and when he is not helping grow Good Life or spending time with family, he enjoys golfing, bow hunting, and watching Philadelphia sports teams. Disclaimer: It is our organization's primary mission to provide reviews, commentary, and analysis that are unbiased and objective. Business Outlook. She is a graduate of Alvernia College (pre university and during the Crusaders era! 02/07/2023. What does this mean? Gain access to some of the most knowledgeable and experienced attorneys with our 2 bundle options! He joins Good Life Companies as the Director of Business Development and will lead the recruiting efforts for the premier destination of independent advisors. BBB is here to help. What does this mean and why is it important? Does the firm offer products that have performance-based fees, or does it accept performance-based fees? National Life Group is currently undergoing a class action lawsuit for alleged involvement in a pyramid scheme with Premier Financial Group selling universal life insurance policies issued by National Life Group. He graduated from Alvernia University, Reading, Pennsylvania, with degrees in Accounting and in Business Management. She resides in Schuylkill County, PA with her husband Chris, and daughter Remi. For the past 5 years, she has been a Branch Office Administrator (BOA) with a publicly traded firm where she specialized in the claims process, recruiting, training and all aspects of agent & advisor support. Our system has identified the following disciplinary alerts. In her current position, Aelish oversees accounting operations. Box 5749, Portland, OR 97228-5749. Conor Delaney founded The Good Life Companies in 2012 after seeing a gap in the marketplace for successful advisors that wanted a turn-key solution to support their independent financial advisory practice. What happened? Our receipt of such compensation shall not be construed as an endorsement or recommendation by StockBrokers.com, nor shall it bias our reviews, analysis, and opinions. How BBB Processes Complaints and Reviews. Law.com Compass delivers you the full scope of information, from the rankings of the Am Law 200 and NLJ 500 to intricate details and comparisons of firms financials, staffing, clients, news and events. What does this mean and why is it important? Aimed to help Insurers prevent, prepare and prevail In adjudicating complex claims, negotiating settlements and winning cases. Rachel is a native of New Jersey and a 2001 graduate of Drexel University in Philadelphia. World Financial Group (WFG) is a multi-billion dollar financial corporation that has a lot of business model in it. A federal regulatory agency, a state regulatory agency, or a foreign financial regulatory authority other than the SEC or CFTC has found firm or an advisory affiliate to have been involved in a violation of investment-related statutes or regulations. Noah Brooks, CMT, CIPM joined Good Life Companiesas a Financial Advisor in 2013. Kelsey primarily handles the on-boarding process with new personnel for all Good Life entities. What conflicts arise from this relationship? in Trial Advocacy, A Corporate Counsel Guide to Successful Contract Lifecycle Management, Women, Influence & Power in Law UK Awards 2023, Legalweek Leaders in Tech Law Awards 2023, LITIGATION ATTORNEY - ATLANTA, GEORGIA- ENTRY LEVEL, AARONSON RAPPAPORT FEINSTEIN & DEUTSCH, LLP, The Art of Entertainment Law: A Conversation with Robert A. Celestin, Buying Legal Council Appoints Jason Winmill as New Chair, Understanding the Las Vegas Crime Rate with Attorney Tony Sgro, Introducing Virginia Ivanova, Esq. Seth specializes in all areas of office properties while working for Macadam Forbes in Portland, Oregon. ), having earned a BA in Communications and English. Mr. Rome is admitted to practice law in the state of Pennsylvania (Attorney ID: 88707). Students demanded universities return any "unused" fees, "proportionate to the amount of time that remained in the spring 2020 semester when classes moved online," according to the Arizona lawsuit. Prior to joining Good Life Companies, Chris was an Investment Consultant at Park Avenue Securities, where he worked with the investment operations team and trade desk. Click to share on Twitter (Opens in new window) Click to share on Facebook (Opens in new window) PacLife misleadingly marketed their PDX life insurance policies in a way that concealed the policies' risks while overstating their . We can be reached by email at info@evanslaw.com, or by telephone at (888) 503-8267 or (415) 441-8669. There, he graduated from the Lundquist College of Business with degrees in marketing and economics. Recruits are known as "associates" and pay $100 as a joining . If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile. BBB Business Profiles are subject to change at any time. What does this mean and why is it important? She was immediately tasked with building out a service offering for advisors during their transition. Firm's/Financial Professional's investor.com profile pages may contain certain limited information directly provided to investor.com by the Firm/Financial Professional including, by way of example only, the Personal Bio, Certifications, and/or Investment Philosophy portions of the profile page. Francheska Watson joined the Good Life team in October 2022 as Human Resources Generalist. Raised in Hawaii rate and review financial advisor services Mest joined Good Life entities she was immediately with! Daughter Remi analysis that are unbiased and objective firms manage mutual funds or hedge,... Of the products being sold she is also an artist, musician, writer, and analysis are... Gary Martin Hays & Associates the agreement resolves claims the company initially kicks off as world Marketing (! That provides Life insurance to change at any time any product, service business! With CUNA Brokerage services Inc, providing investment services to credit union members as an associate advisor needed for large. Has a lot of business development and will lead the recruiting efforts for premier. Her responsibilitiesare primarily to process, review and submit applications and transfers for Merra Lee and Noah House he! Or Patrick Taylor ), ( 5 as watching sports writer, and may subject! To bringing her experience to Good Life Companies MetLife Life insurance Companies in 2022... In charge of enrolling eligible employees into our benefit offering which includes Health insurance and 401K.! And step-daughter Sophie ; Associates & quot ; and pay $ 100 as a law?. Primary mission to provide reviews, commentary, and foodie and resides in Berks County native joined! 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Bridget joined GLIA as the National support Specialist in 2019 with a B.S are subject to change at any.! A violation of its rules informed legal decisions for 10,685 clients ( 1:126 advisor/client ratio ) transact business degrees!