Kevin Haffics (CRD# 4830870) is an Investment Advisor Representative working at Good Life Advisors, LLC in Bridgeville, PA and has over 19 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 5335512
Lpl Financial LLC
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Good Life Advisors, LLC | Bridgeville, PA | Feb 2021 - Current | 3 |
| Lpl Financial LLC | Bridgeville, PA | Jan 2021 - Current | 3 |
| Beratung Advisors LLC | Canonsburg, PA | Feb 2019 - Jan 2021 | 1 |
| Gregory Furer | Pittsburgh, PA | Dec 2018 - Jan 2021 | 2 |
| Waddell & Reed, Inc. | Canonsburg, PA | May 2010 - Jan 2021 | 10 |
| Various Insurance Carriers For W & R Insurance Agencies | Lawrence, PA | May 2010 - Jan 2021 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2005 |
- PA
-
Total Assets Under Management2,896MILLIONS
-
Total Number of Accounts16,544ACCOUNTS
-
Average Account Value$175,049
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.