Robert Greggory Templeton
Investment adviser representative at Good Life Advisors, LLC
16 yearsExperience
2 statesRegistered in
$4.4BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- Great Valley Advisor GroupSep 2026 to now
- Good Life Advisors, LLCJul 2016 to now
- LPL Financial, LLCJul 2016 to now
- Cope Baptist ChurchApr 2010 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 2 states (SC, TX).
Good Life Advisors, LLC
$4.4BAssets managed
22,596Clients
76Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2630728
- Firm CRD
- 171898