Wendy Bowes, financial advisor Reading PA

Wendy Bowes

CRD Number: 3144278
Current Firm: Good Life Advisors, LLC

Wendy Bowes (CRD# 3144278) is an Investment Advisor Representative working at Good Life Advisors, LLC in Reading, PA and has over 25 years of experience in the finance industry.

Similar Advisors
Inas Abas, financial advisor Reading PA
Inas R. Abas
CRD# 4330102
Hamilton-bates Investment Research, Inc.
Similar Advisors
Brandon Abe, financial advisor Reading PA
Brandon J. Abe
CRD# 6436358
Planning Capital Management Corp.
Similar Advisors
Brad Abel, financial advisor Reading PA
Brad Abel
CRD# 6237585
Edward Jones
Company Name Location Dates Years
Good Life Advisors, LLC Wyomissing, PA Jul 2015 - Current 8
Lpl Financial LLC Lock Haven, PA Jun 2015 - Current 8
Metropolitan Life Insurance Company Williamsport, PA Oct 1998 - Jun 2015 16
Public Employees Equities Services Company Williamsport, PA Oct 1998 - Jun 2015 16
Metlife Securities Inc. Williamsport, PA Oct 1998 - Jun 2015 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
Contact Info for Wendy R. Bowes
Phone Number: 610-898-6927
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    2,381
    MILLIONS
  • Total Number of Accounts
    16,127
    ACCOUNTS
  • Average Account Value
    $147,639
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.