TrueAdvisor
TrueAdvisor
CE
CFP · ChFC
CE
CFP · ChFC

Charles Robert Elhoff

Good Life Advisors, LLC
51 Years of Experience
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary
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

2395 Lancaster Pike, Reading, PA, 19607

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2016
Denied
Customer Dispute
May 1990
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Charles sells non-variable insurance products including life, fixed annuity, disability income, and long-term care insurance, dedicating about 20% of his time to this. He is also a licensed life and health insurance agent and counselor, and provides investment advisory services through Good Life Advisors, LLC.

Employment History
Current Registrations
Good Life Advisors, LLC
September 2021 - Present · 4 yrs 5 mos
LPL Financial LLCBroker
June 2014 - Present · 11 yrs 8 mos
Previous Registrations
Level Four Advisory Services
July 2014 - October 2021 · 7 yrs 3 mos
Vsr Financial Services, INC.Broker
September 2009 - June 2014 · 4 yrs 9 mos
Vsr Advisory Services
September 2009 - June 2014 · 4 yrs 9 mos
H. Beck, INC.
February 2002 - September 2009 · 7 yrs 7 mos
H. Beck, INC.Broker
February 2002 - September 2009 · 7 yrs 7 mos
MML Investors Services, INC.Broker
November 2001 - February 2002 · 3 mos
H. Beck, INC.Broker
September 1987 - December 2001 · 14 yrs 3 mos
Lowry Financial Services CorporationBroker
February 1984 - September 1987 · 3 yrs 7 mos
Cigna Securities, INC.Broker
May 1974 - February 1984 · 9 yrs 9 mos
State Registrations17 states
COFLGALAMIMNMONCNYOHOKORPASCTXVAWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.