Fred Claghorn, financial advisor Mount Pleasant SC
96 score

Fred Claghorn

CRD Number: 5302349
Current Firm: Good Life Advisors, LLC

Fred Claghorn (CRD# 5302349) is an Investment Advisor Representative working at Good Life Advisors, LLC in Mount Pleasant, SC and has over 9 years of experience in the finance industry. Fred Claghorn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Mt. Pleasant, SC Aug 2015 - Current 1
Good Life Advisors, LLC Wyomissing, PA Aug 2015 - Current 1
Proequities, Inc. North Charleston, SC May 2010 - Aug 2015 5
Bankers Life & Casualty North Charleston, SC Sep 2004 - Aug 2015 10
Uvest Financial Services Group, Inc. Charlotte, NC Mar 2007 - May 2010 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2007
S66 NASAA Uniform Combined State Law Examination May 2013
Contact Info for Fred S. Claghorn
Phone Number: 610-898-6927
Registered State(s):
  • SC
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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