Philip Thomas Webb | Financial Professional | Pittsburgh, Pennsylvania

Professional summary

Philip Thomas Webb, who also goes by Philip T Webb, is a registered financial advisor currently at GOOD LIFE ADVISORS, LLC located in Pittsburgh, Pennsylvania and LPL FINANCIAL LLC located in Pittsburgh, Pennsylvania.

Philip is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Philip has worked at 9 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Philip T Webb

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. 12/13/2017 - Grandview Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 12/15/2017 - 160 Hours Per Month130 Hours During Securities Trading - Time Spent 100%. 2. 12/13/2017 - Good Life IA - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 12/15/2017 - 160 Hours Per Month/10 Hours During Securities Trading - Time Spent 10 - Life, Health, Disability, LTC, Fixed, Medicare Supplements and Final Expense. 3. 12/15/2017 - Good Life Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 12/15/2017 - 160 Hours Per Month/130 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Good Life Advisors, LLC, an independent investment advisor firm. I started this business activity in 12/2017. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firms 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. 4. 12/15/2017 - Grandview Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 12/15/2017 - 160 Hours Per Month/130 Hours During Securities Trading - Time Spent 100%. 5. 10/10/2018 - Grandview eWealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 10/03/2018 - 8 Hours Per Month/1 Hour During Securities Trading. 6. 2/19/2021 - NSS, Life (National Slovak Society) - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Independent Agent - Started 02/22/2021 - 1 Hour Per Month During Securities Trading. 7. 5/28/2021 - GBU Life - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 5/20/2021 - 2 Hours Per Month/2 Hours During Securities Trading - Independent Agent.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philip Thomas Webb's CRS (Customer Relationship Summary).

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®

None

Experience

Current

December 13, 2017 - Present

GOOD LIFE ADVISORS, LLC

Office #1: 1035 Boyce Road Suite 206, Pittsburgh, PA 15241

RIA

CRD#: 171898

PITTSBURGH, PA

Current

December 13, 2017 - Present

LPL FINANCIAL LLC

Office #1: 1035 Boyce Rd., Ste 206, Pittsburgh, PA 15241

RIA

BD

CRD#: 7691

NEW YORK, NY

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

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
(3/12/2020)

RR

Florida
(12/13/2017)

RR

Kentucky
(6/22/2023)

RR

Louisiana
(4/20/2023)

RR

New Jersey
(8/29/2025)

RR

North Carolina
(9/13/2024)

RR

Ohio
(7/2/2018)

RR

Pennsylvania
(12/13/2017)

IAR

Pennsylvania
(12/13/2017)

RR

Virginia
(12/13/2017)

RR

West Virginia
(3/7/2025)

RR

Wisconsin
(3/7/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Current Firm

GL

GOOD LIFE ADVISORS, LLC

CRD#: 171898 / SEC#: 801-80003

RIA

Registered Investment Advisory firm - (7/7/2014 Approved)

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GOOD LIFE ADVISORS FIRM DISCLOSURE BROCHURE (ADV 2A WITH APPENDIX 1) (4/7/2025)

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.

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Firm Stability Insights

Philip T. Webb

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philip Thomas Webb's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

WADDELL & REED

WADDELL & REED

CITIZENS SECURITIES, INC.

CITIZENS SECURITIES, INC.

ESSEX NATIONAL SECURITIES, LLC

ESSEX NATIONAL SECURITIES, LLC

LPL FINANCIAL LLC

UVEST FINANCIAL SERVICES GROUP, INC.

UVEST FINANCIAL SERVICES GROUP, INC.

NATCITY INVESTMENTS, INC.

WALNUT STREET SECURITIES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

GOOD LIFE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/7/2005

SIE

Date: 10/1/2018

Series 31

Date: 2/28/2005

Series 7

Date: 1/7/2005

FINRA

Current Firm

GOOD LIFE ADVISORS, LLC

Contact information

SEC notice filing (44 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GOOD LIFE ADVISORS, LLC

TRUST BUT VERIFY

Contact information

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