Edward Beeker, financial advisor Spartanburg SC

Edward Beeker

CRD Number: 5480716
Current Firm: Good Life Advisors, LLC

Edward Beeker (CRD# 5480716) is an Investment Advisor Representative working at Good Life Advisors, LLC in Spartanburg, SC and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Finanacial, LLC Spartanburg, SC Jan 2017 - Current 7
Good Life Advisors, LLC Spartanburg, SC Jan 2017 - Current 7
Waddell & Reed, Inc. Spartenburg, SC Dec 2008 - Dec 2016 8
Various Insurance Carriers For W&r Insurance Agencies Spartanburg, SC Dec 2008 - Dec 2016 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2008
Contact Info for Edward C. Beeker
Phone Number: 610-898-6927
Firm Website: https://www.opuswmg.com/
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    2,896
    MILLIONS
  • Total Number of Accounts
    16,544
    ACCOUNTS
  • Average Account Value
    $175,049
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

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