Patrick Mcgee Moody
Investment adviser representative at Good Life Advisors, LLC
19 yearsExperience
1 stateRegistered 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
19 years in the industry.
- Great Valley Advisor GroupSep 2026 to now
- Good Life Advisors, LLCFeb 2022 to now
- LPL Financial LLCApr 2021 to now
- Cornerstone Financial ManagementApr 2021 to Feb 2022
- University of South CarolinaAug 2007 to Apr 2021
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 7362539
- Firm CRD
- 171898