AH
AH

Alison Elizabeth Howells

6 Years of Experience
Broker
Areas of Practice
Retirement PlanningEducation PlanningInsurance PlanningEstate PlanningFinancial Planning & CoachingTax PlanningInvestment ManagementBusiness Owners
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
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Location

2395 Lancaster Pike, Reading, PA, 19607

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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

Alison works full-time for Good Life Financial Advisors and Down Home Financial, providing administrative support. She also dedicates a few hours per week to FWC Financial.

Employment History
Current Registrations
Good Life Advisors, LLC
July 2024 - Present · 1 yr 7 mos
LPL Financial LLCBroker
October 2022 - Present · 3 yrs 4 mos
Previous Registrations
Santander Securities LLCBroker
December 2018 - September 2022 · 3 yrs 9 mos
State Registrations1 state
PA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.