RT
Robert G. Templeton
GOOD LIFE ADVISORS
Columbia, SC 29210
Some features on this profile are disabled
CRD#: 2630728
RT
Professional summary
Robert Greggory Templeton, who also goes by Robert Templeton, is a registered financial advisor currently at GOOD LIFE ADVISORS, LLC located in Columbia, South Carolina and LPL FINANCIAL LLC located in Columbia, South Carolina.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Robert has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Robert Templeton
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) 07/25/2016: Cornerstone Financial - DBA for LPL Business (entity for LPL business) - Investment Related - 2000 CENTER POINT RD, STE 2220 COLUMBIA, SC 29210 - Start 07/01/2016 - 160 Hr/Mo; 160 Hour(s) During Securities Trading; 100% Time Spent (2) 07/25/2016: The Pinehill Ramblers - Musician - Not Investment Related - Neeses, SC - Start 01/01/2006 - 4 Hr/Mo; 0 Hour(s) During Securities Trading; 1% Time Spent (3) 07/25/2016: The Times & Democrat - Author - Not Investment Related - Orangeburg, SC - Start 07/01/2015 - 1 Hr/Mo; 0 Hour(s) During Securities Trading; 1% Time Spent (4) 07/28/2016: Good Life Advisors - Registered Investment Advisor Hybrid - DBA: (HYBRID) Good Life Advisors - Investment Related - 30 Commerce Drive - Start 07/01/2016 - 160 Hr/Mo; 160 Hour(s) During Securities Trading; 100% Time Spent - IAR (5) 09/07/2016: Cornerstone Financial Management - DBA for LPL Business (entity for LPL business) - Investment Related - 2000 Center Point Road, Suite 2220, Columbia, SC 29210 - Start 07/28/2016 - 160 Hr/Mo; 160 Hour(s) During Securities Trading (6) 3/2/2017: Good Life IA - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 02/22/2017 - 5 Hours Per Month During Securities Trading - Fixed insurance. (7) 8/8/2017: No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 06/22/2017 - 1 Hour Per Month During Securities Trading. (8) 4/29/2019 - 'Cornerstone Financial Management - The Templeton Group' - Investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - start date: 05/01/2019 - 160 Hours Per Month/140 Hours During Securities Trading. (9) 5/9/2019 - Cornerstone Financial Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 07/28/2016 - 160 Hours Per Month During Securities Trading. (10) 5/15/2019 - Good Life Advisors, LLC - DBA: 'Cornerstone Financial Management - The Templeton Group' - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 05/01/2019 - 160 Hours Per Month/140 Hours During Securities Trading - I provide investment advisory services through Good Life Advisors, LLC, an independent investment advisor firm. I started this business activity in 5/1/2019. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (11) 3/25/2021 �?" Neeses Baptist Church �?" Not Investment Related �?" 6412 Savannah Highway Neeses, SC 29107 �?" Other-Pastor �?" Start Date: 9/30/2018 �?" 40 Hours Per Month/4 Hours During Securities Trading �?" Senior Pastor of Neeses Baptist Church. (12) 12/04/2024- Templeton Publications, LLC - Other - Book Writing - 105 Irish Setter Street Chapin, SC 29036 - Not Investment Related - Start Date 11/01/2024 - 1 hour per month/ 0 hours during trading
CRS (Client Relationship Summary) - RIA
Click below to view Robert Greggory Templeton's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 28, 2016 - Present
GOOD LIFE ADVISORS, LLC
Office #1: 2000 Center Point Road Suite 2220, Columbia, SC 29210RIA
CRD#: 171898
Columbia, SC
Current
July 25, 2016 - Present
LPL FINANCIAL LLC
Office #1: 2000 Center Point Rd, Ste 2220, Columbia, SC 29210RIA
BD
CRD#: 6413
Columbia, SC
Past
May 29, 1997 - August 6, 2016
WADDELL & REED
RIA
CRD#: 866
COLUMBIA, SC
Past
July 17, 1995 - August 6, 2016
WADDELL & REED
BD
CRD#: 866
COLUMBIA, SC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GL
GOOD LIFE ADVISORS, LLC
A.C. HEARNE & CO LLC | VIRTUS WEALTH MANAGEMENT | VALLEY MANOR INVESTMENT MANAGEMENT | UMBRELLA WEALTH MANAGEMENT | THE HOSKINS & RAMIREZ GROUP | SUMMIT WEALTH PLANNING | STROHM WEALTH ADVISORS, LLC | STRATEGIC WEALTH ADVISORS | SHEAR CAPITAL GROUP, LLC FINANCIAL PLANNING AND WEALTH MGT. SERVICES | SEVEN FIELDS WEALTH MANAGEMENT | SCOTT WEALTH MANAGEMENT | SALEEM & ASSOCIATES WEALTH MANAGERS | RESOLUTE FAMILY WEALTH ADVISORS | PRINCIPLE WEALTH MANAGEMENT GROUP | PILLAR FINANCIAL SERVICES | PCG WEALTH MANAGEMENT | OPUS WEALTH MANAGEMENT GROUP | MY PLANNING PRO | MODERN FAMILY ASSET MANAGEMENT | MCCALEB WEALTH MANAGEMENT | LS INVESTMENT MANAGEMENT | LPL FINANCIAL | LORD INVESTMENT GROUP, LLC | LIGHTHOUSE FINANCIAL | INDEPENDENT RETIREMENT PARTNERS, LLC | GRANDVIEW WEALTH MANAGEMENT | GRADVIEW EWEALTH MANAGEMENT | GOOD LIFE FINANCIAL GROUP OF WYOMISSING | GOOD LIFE FINANCIAL GROUP | GOOD LIFE FINANCIAL ADVISORS OF ORLANDO | GOOD LIFE FINANCIAL ADVISORS OF NOVA | GOOD LIFE FINANCIAL ADVISORS OF MT. PLEASANT, SC | GOOD LIFE FINANCIAL ADVISORS OF CENTRAL FLORIDA | GOOD LIFE FINANCIAL ADVISORS OF CELEBRATION | GOOD LIFE FINANCIAL ADVISORS | GOOD LIFE COMPANIES | GOOD LIFE ADVISORS, LLC | GOOD LIFE ADVISORS OF WEST MICHIGAN | GOOD LIFE ADVISORS OF THE LEHIGH VALLEY | GOOD LIFE ADVISORS OF MT. PLEASANT SC | GOOD LIFE ADVISORS OF BERKS COUNTY | GENERATIONS ASSET MANAGEMENT | GDI WEALTH PLANNING GROUP | FREEDOM INVESTMENT MANAGEMENT | FREEDOM FIRST WEALTH MANAGEMENT | FIRESIDE FINANCIAL PARTNERS | ETHOS WEALTH MANAGEMENT | DSG WEALTH MANAGEMENT | DANZER WEALTH MANAGEMENT | CROSS ROADS INVESTMENT MANAGEMENT | CORNERSTONE WEALTH MANAGEMENT - DEATON PRICE GROUP | CORNERSTONE FINANCIAL MANAGEMENT - THE TEMPLETON GROUP | CORNERSTONE FINANCIAL MANAGEMENT | CONVERGENCE FINANCIAL | COMMERCIAL TRUST FINANCIAL SERVICES | CITADEL FINANCIAL PLANNING | BLUESAFE FINANCIAL | BLACK DIAMOND FINANCIAL GROUP | BEGBIE WEALTH ADVISORY LLC | APEIRON WEALTH MANAGEMENT | ALLGOOD FINANCIAL | ADVICE ONLY FINANCIAL PLANS
CRD#: 171898 / SEC#: 801-80003
RIA
Registered Investment Advisory firm - (7/7/2014 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Colorado(5/3/2023)
RR
Florida(6/28/2023)
RR
Georgia(7/28/2016)
RR
North Carolina(7/25/2016)
RR
South Carolina(7/26/2016)
IAR
South Carolina(7/28/2016)
IAR
Texas(1/8/2021)
RR
Virginia(7/25/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
GL
GOOD LIFE ADVISORS, LLC
A.C. HEARNE & CO LLC | VIRTUS WEALTH MANAGEMENT | VALLEY MANOR INVESTMENT MANAGEMENT | UMBRELLA WEALTH MANAGEMENT | THE HOSKINS & RAMIREZ GROUP | SUMMIT WEALTH PLANNING | STROHM WEALTH ADVISORS, LLC | STRATEGIC WEALTH ADVISORS | SHEAR CAPITAL GROUP, LLC FINANCIAL PLANNING AND WEALTH MGT. SERVICES | SEVEN FIELDS WEALTH MANAGEMENT | SCOTT WEALTH MANAGEMENT | SALEEM & ASSOCIATES WEALTH MANAGERS | RESOLUTE FAMILY WEALTH ADVISORS | PRINCIPLE WEALTH MANAGEMENT GROUP | PILLAR FINANCIAL SERVICES | PCG WEALTH MANAGEMENT | OPUS WEALTH MANAGEMENT GROUP | MY PLANNING PRO | MODERN FAMILY ASSET MANAGEMENT | MCCALEB WEALTH MANAGEMENT | LS INVESTMENT MANAGEMENT | LPL FINANCIAL | LORD INVESTMENT GROUP, LLC | LIGHTHOUSE FINANCIAL | INDEPENDENT RETIREMENT PARTNERS, LLC | GRANDVIEW WEALTH MANAGEMENT | GRADVIEW EWEALTH MANAGEMENT | GOOD LIFE FINANCIAL GROUP OF WYOMISSING | GOOD LIFE FINANCIAL GROUP | GOOD LIFE FINANCIAL ADVISORS OF ORLANDO | GOOD LIFE FINANCIAL ADVISORS OF NOVA | GOOD LIFE FINANCIAL ADVISORS OF MT. PLEASANT, SC | GOOD LIFE FINANCIAL ADVISORS OF CENTRAL FLORIDA | GOOD LIFE FINANCIAL ADVISORS OF CELEBRATION | GOOD LIFE FINANCIAL ADVISORS | GOOD LIFE COMPANIES | GOOD LIFE ADVISORS, LLC | GOOD LIFE ADVISORS OF WEST MICHIGAN | GOOD LIFE ADVISORS OF THE LEHIGH VALLEY | GOOD LIFE ADVISORS OF MT. PLEASANT SC | GOOD LIFE ADVISORS OF BERKS COUNTY | GENERATIONS ASSET MANAGEMENT | GDI WEALTH PLANNING GROUP | FREEDOM INVESTMENT MANAGEMENT | FREEDOM FIRST WEALTH MANAGEMENT | FIRESIDE FINANCIAL PARTNERS | ETHOS WEALTH MANAGEMENT | DSG WEALTH MANAGEMENT | DANZER WEALTH MANAGEMENT | CROSS ROADS INVESTMENT MANAGEMENT | CORNERSTONE WEALTH MANAGEMENT - DEATON PRICE GROUP | CORNERSTONE FINANCIAL MANAGEMENT - THE TEMPLETON GROUP | CORNERSTONE FINANCIAL MANAGEMENT | CONVERGENCE FINANCIAL | COMMERCIAL TRUST FINANCIAL SERVICES | CITADEL FINANCIAL PLANNING | BLUESAFE FINANCIAL | BLACK DIAMOND FINANCIAL GROUP | BEGBIE WEALTH ADVISORY LLC | APEIRON WEALTH MANAGEMENT | ALLGOOD FINANCIAL | ADVICE ONLY FINANCIAL PLANS
CRD#: 171898 / SEC#: 801-80003
RIA
Registered Investment Advisory firm - (7/7/2014 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
2395 Lancaster Pike, Reading, PA 19607
Mailing Address
Phone number
(610) 898-6927
Established
Firm type
Fiscal year end
# of Employees
140
SEC notice filing (44 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 18,113 |
| AUM (Assets Under Management) | $ 3,486,583,189 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
GOOD LIFE ADVISORS, LLC
CRD#: 171898Columbia, SC 29210TRUST BUT VERIFY
Monitor Robert Templeton
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
