Howard Shear, Clu,chfc, financial advisor Wyomissing PA
96 score

Howard Shear, Clu,chfc

CRD Number: 1388115
Current Firm: Good Life Advisors, LLC

Howard Shear, Clu,chfc (CRD# 1388115) is an Investment Advisor Representative working at Good Life Advisors, LLC in Wyomissing, PA and has over 23 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Good Life Advisors, LLC Wyomissing, PA Aug 2014 - Current 2
Lpl Financial, LLC Monroeville, PA Aug 2014 - Current 2
The Prudential Insurance Company Of America Phoenix, AZ Aug 1982 - Aug 2014 32
Pruco Securities , LLC Pittsburgh, PA Aug 1982 - Aug 2014 32
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1993
S65 NASAA Investment Advisors Law Examination Apr 1997
Contact Info for Howard L. Shear, Clu,chfc
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
96
Clean Record
This advisor has a clean track record with regulators.

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