AA
Anthony F. Artero
GOOD LIFE ADVISORS
San Diego, CA 92127
Some features on this profile are disabled
CRD#: 4401581
AA
Professional summary
Anthony Franklin Artero, CFP® is a registered financial advisor currently at GOOD LIFE ADVISORS, LLC located in San Diego, California and LPL FINANCIAL LLC located in San Diego, California.
Anthony is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Anthony has worked at 12 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) 06/09/2016 - Good Life Advisors, LLC - Registered Investment Advisor Hybrid - INV REL - 30 Commerce Drive, Wyomissing PA 19610 - Start 06/09/2016 - 160 Hr/Mo; 8 Hours During Securities Trading; 100% Time Spent Charge wrap fees and provide financial planning for a fee. (2) 06/09/2016 - Ethos Wealth Management - DBA for LPL Business (entity for LPL business) - Ethos Wealth Management - INV REL - 11545 West Bernardo Court, Suite 203, San Diego CA 92127 - Start 06/09/2016 - DBA for securities business. Markets to community and clients with this name - 160 Hr/Mo; 8 Hours During Securities Trading; 100% Time Spent (3) 06/09/2016 - Ethos Wealth Management - Registered Investment Advisor DBA - (HYBRID) Ethos Wealth Management - INV REL - 11545 West Bernardo Court, Suite 203, San Diego CA 92127 - Start 06/09/2016 - 160 Hr/Mo; 8 Hours During Securities Trading; 100% Time Spent - provide investment advisory services and financial planning for a fee. (4) Artero Family Trust; start 10/2005 - Act in a fiduciary capacity for family trust. (5) 1/28/2020 - Good Life Insurance Agency - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 12/12/2019 - 1 Hour Per Month/0 Hours During Securities Trading - Potentially selling Life, Health, Disability, Long Term Care insurance or fixed annuities if warranted. (6) 10/06/2021 - No Business Name - Investment Related - Dededo, Guam 96912 - Real Estate Rental - Start Date: 10/01/2021 - 1 Hour Per Month/0 Hours During Securities Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Anthony Franklin Artero'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®
CFP®
Start date: 2010
Experience
Current
June 10, 2016 - Present
GOOD LIFE ADVISORS, LLC
Office #1: 11545 West Bernardo Court Suite 203, San Diego, CA 92127RIA
CRD#: 171898
San Diego, CA
Current
June 9, 2016 - Present
LPL FINANCIAL LLC
Office #1: 11440 W. Bernardo Ct, Ste159, San Diego, CA 92127Office #2: 423 Main Street, Ste. 105, Hartford, CT 06103RIA
BD
CRD#: 6413
San Diego, CA
Past
July 2, 2012 - June 15, 2016
FIRST ALLIED ADVISORY SERVICES, INC.
RIA
CRD#: 137888
SAN DIEGO, CA
Past
August 3, 2011 - July 2, 2012
FIRST ALLIED SECURITIES, INC.
RIA
CRD#: 32444
SAN DIEGO, CA
Past
April 15, 2010 - July 28, 2011
LUCIA CAPITAL GROUP
RIA
CRD#: 152396
SAN DIEGO, CA
Past
November 9, 2007 - June 14, 2016
FIRST ALLIED SECURITIES, INC.
BD
CRD#: 32444
SAN DIEGO, CA
Past
August 20, 2007 - November 10, 2010
RAYMOND J. LUCIA COMPANIES, INC.
RIA
CRD#: 115670
SAN DIEGO, CA
Past
July 13, 2007 - August 21, 2007
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
SAN DIEGO, CA
Past
July 11, 2007 - November 15, 2007
SECURITIES AMERICA, INC.
BD
CRD#: 10205
SAN DIEGO, CA
Past
September 9, 2003 - July 12, 2007
BROOKSTREET SECURITIES CORPORATION
RIA
CRD#: 14667
SAN DIEGO, CA
Past
December 16, 2002 - July 12, 2007
BROOKSTREET SECURITIES CORPORATION
BD
CRD#: 14667
SAN DIEGO, CA
Past
April 2, 2002 - December 20, 2002
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
ST. PETERSBURG, FL
Past
January 3, 2002 - January 28, 2002
CROWN CAPITAL SECURITIES, L.P.
BD
CRD#: 6312
ORANGE, CA
Past
July 11, 2001 - April 10, 2002
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
OAKDALE, MN
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
Arizona(1/31/2024)
RR
California(6/9/2016)
IAR
California(6/10/2016)
RR
Connecticut(6/13/2016)
RR
Florida(6/9/2016)
RR
Georgia(4/30/2025)
RR
Massachusetts(4/30/2025)
RR
New Jersey(6/9/2016)
RR
New York(6/9/2016)
RR
North Carolina(6/9/2016)
RR
Oregon(6/9/2016)
RR
Pennsylvania(6/9/2016)
RR
South Dakota(2/12/2021)
IAR
Texas(1/8/2021)
RR
Virginia(6/9/2016)
RR
Washington(6/9/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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
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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.
