Sean Menzies, financial advisor Seven Fields PA
93 score

Sean Menzies

CRD Number: 5444889
Current Firm: Good Life Advisors, LLC

Sean Menzies (CRD# 5444889) is an Investment Advisor Representative working at Good Life Advisors, LLC in Seven Fields, PA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Seven Fields Wealth Management Seven Fields, PA Feb 2016 - Current < 1
Good Life Advisors Wyomissing, PA Nov 2014 - Current 2
Lpl Financial Seven Fields, PA Jul 2013 - Nov 2014 1
Various Insurance Carriers For W & R Insurance Agencies Mcdonald, PA Apr 2008 - Jul 2013 5
Waddell & Reed, Inc. Pittsburgh, PA Oct 2007 - Jul 2013 5
Northwest Savings Bank Bridgeville, PA Mar 2000 - Mar 2008 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2008
Contact Info for Sean R. Menzies
Phone Number: 610-898-6927
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    391
    MILLIONS
  • Total Number of Accounts
    4,794
    ACCOUNTS
  • Average Account Value
    $81,548
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AR, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KS, LA, MA, MD, MI, MO, NC, NH, NJ, NM, NY, OH, PA, SC, TN, TX, UT, VA, WA, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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