Willis Deaton, financial advisor Wyomissing PA
93 score

Willis Deaton

CRD Number: 1247690
Current Firm: Good Life Advisors, LLC

Willis Deaton (CRD# 1247690) is an Investment Advisor Representative working at Good Life Advisors, LLC in Wyomissing, PA and has over 34 years of experience in the finance industry.

Similar Advisors
Thomas McKeon, financial advisor Wyomissing PA
Thomas F. McKeon
CRD# 2261840
Clothier Springs Capital Management, LLC
Score
106
Similar Advisors
Frederick Hubler, Jr., financial advisor Wyomissing PA
Frederick E. Hubler, Jr.
CRD# 4401049
Triad Advisors, LLC
Score
103
Similar Advisors
Douglas Kaufman, CFP®, ChFC®, financial advisor Wyomissing PA
Douglas A. Kaufman, CFP®, ChFC®
CRD# 5679680
Kaufman Advisory Services, Inc.
Score
103
Company Name Location Dates Years
Cornerstone Investment Management Columbia, SC Aug 2016 - Current 1
Lpl Financial, LLC Columbia, SC Aug 2016 - Current 1
Waddell & Reed, Inc. Columbia, SC Feb 1984 - Aug 2016 32
Various Insurance Carriers Liberty Hill, SC Jun 1984 - Jul 2016 32
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1984
S65 NASAA Investment Advisors Law Examination May 1997
Contact Info for Willis R. Deaton
Phone Number: 610-898-6927
Registered State(s):
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
    622
    MILLIONS
  • Total Number of Accounts
    6,405
    ACCOUNTS
  • Average Account Value
    $97,077
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

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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.