Christopher David Moak

19 Years of Experience

Broker

Areas of Practice

Retirement PlanningEducation PlanningInsurance PlanningEstate PlanningFinancial Planning & CoachingTax PlanningInvestment ManagementBusiness Owners

Good Life Advisors, LLC

Compensation

Fee-Only (AUM)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

Financial Planning:Included in AUM fee

Location

5000 Brittonfield Parkway, Suite 106, East Syracuse, NY, 13057

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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.

Other Business Activities

Christopher operates his LPL business under the DBA Independent Retirement Partners, LLC, dedicating full-time hours. He also provides investment advisory services through Good Life Advisors, LLC, spending about two-thirds of his time on this activity.