Paul Edward Levy
Investment adviser representative at Good Life Advisors, LLC
11 yearsExperience
1 stateRegistered in
$4.4BFirm assets
12 yearsFirm in business
Are you Paul Edward Levy? Claim your profile
Contact this firm
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
11 years in the industry.
- Good Life Advisors, LLCFeb 2015 to now
- LPL Financial, LLCFeb 2015 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 3130725
- Firm CRD
- 171898