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Andrew Hoskins

25 Years of Experience
Broker

Andrew Hoskins is a registered investment advisor at Good Life Advisors, LLC, based in Lakewood Ranch, FL, with 25 years of industry experience. Andrew 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
95 advisors
Number of Clients
15,732 clients
Average Client Portfolio
$222K average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)

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.

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Location

9040 Town Center Pkwy, Lakewood Ranch, FL, 34202

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Andrew operates his LPL business under the DBA The Hoskins / Ramirez Group since 2009. He also provides investment advisory services through Good Life Advisors, LLC, dedicating about 10-20% of his time to this activity.

Employment History
Current Registrations
Good Life Advisors, LLC
November 2018 - Present · 7 yrs 5 mos
LPL Financial LLCBroker
February 2009 - Present · 17 yrs 2 mos
Previous Registrations
Independent Financial Partners
June 2011 - December 2018 · 7 yrs 6 mos
LPL Financial LLC
February 2009 - December 2011 · 2 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2000 - February 2009 · 8 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2000 - February 2009 · 8 yrs 7 mos
State Registrations11 states
FLGAINMDMINMPAPRSCTNTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.