Unclaimed Profile

Daniel Clay Rome

GOOD LIFE RIA, LLC·READING, Pennsylvania

SIE, Series 6, Series 7, Series 24, Series 55, Series 63, Series 66Clean record22 years registeredGOOD LIFE RIA, LLC

2395 LANCASTER PIKE, READING, PA 19607CRD# 2670484Firm CRD# 311226

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Clay Rome · READING, PA

Registration

CRD #2670484 · GOOD LIFE RIA, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GOOD LIFE RIA, LLC

LPL FINANCIAL LLC

Dec 2013 – Aug 2017

FORT MILL, SC

BANC OF AMERICA INVESTMENT SERVICES, INC.

Feb 2004 – May 2007

CHARLOTTE, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 55

Series 63

Series 66

Registration record

First registered · February 2, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GOOD LIFE RIA, LLC

CRD 311226 · SEC 801-120538

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by GOOD LIFE RIA, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

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Introduction

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Frequently Asked Questions

What services does Daniel Clay Rome offer?

Daniel Clay Rome specializes in Financial Planning, Investment Management.

What are Daniel Clay Rome's credentials?

Daniel Clay Rome is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Clay Rome located?

Daniel Clay Rome is based in READING, Pennsylvania, last registered with GOOD LIFE RIA, LLC.

How does Daniel Clay Rome charge for services?

Daniel Clay Rome's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GOOD LIFE RIA, LLC?

GOOD LIFE RIA, LLC has approximately 1 employees. The firm is registered with the SEC as an investment adviser.

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Other Advisors at GOOD LIFE RIA, LLC

Rachel Bashore

READING, PA

Browse by Specialty

Investment Management Retirement Planning Wealth Management Financial Planning Fee-Only Advisory Financial Education

Nearby cities in Pennsylvania

PITTSBURGH (289)PHILADELPHIA (208)WAYNE (87)RADNOR (71)BERWYN (68)MALVERN (58)WEST CONSHOHOCKEN (56)LANCASTER (55)CONSHOHOCKEN (50)WYOMISSING (48)

City Guides

PITTSBURGH Guide PHILADELPHIA Guide WAYNE Guide RADNOR Guide BERWYN Guide

Research

Advisor Fees in Pennsylvania National Fee Analysis

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