Celia Scott
Celia Scott is a CFP-designated registered investment advisor at Good Life Advisors, LLC, based in Reading, PA, with 28 years of industry experience. Celia 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
2395 Lancaster Pike, Reading, PA, 19607
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2024Customer Dispute
August 2016Other Business ActivitiesSells Insurance
Celia is involved with several investment-related entities, including Celia Scott, LLC, Scott Wealth Management, and Good Life Advisors, LLC. She also works as a non-variable insurance agent with Good Life IA, dedicating a few hours per week, and is a notary.
Employment History
Current Registrations
LPL Financial LLCBroker
Good Life Advisors, LLC
Previous Registrations
AXA Advisors, LLCBroker
AXA Advisors, LLC
Aig Financial Advisors, INC.Broker
Aig Financial Advisors, INC.
Sunamerica Securities, INC.
Sunamerica Securities, INC.Broker
PFS Investments INC.Broker
State Registrations12 states
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.