Fred S. Claghorn
GOOD LIFE ADVISORS
Mt Pleasant, SC 29466
Some features on this profile are disabled
CRD#: 5302349
Professional summary
Fred Strawbridge Claghorn III, CFP®, who also goes by Fred Strawbridge Claghorn, Fred Claghorn, is a registered financial advisor currently at GOOD LIFE ADVISORS, LLC located in Mt Pleasant, South Carolina and LPL FINANCIAL LLC located in Mount Pleasant, South Carolina.
Fred is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Fred has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Fred Strawbridge Claghorn | Fred Claghorn
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. 08/19/2015 - CLAGHORN & ASSOCIATES, LLC - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - 2% - MT. PLEASANT, SC 2. 08/21/2015 - GOOD LIFE ADVISORS, LLC - REGISTERED INVESTMENT ADVISOR HYBRID - (HYBRID) GOOD LIFE ADVISORS, LLC - INV REL - AT REPORTED BUSINESS LOCATION(S) - TIME SPENT 40% 3. 10/29/2015 * Good Life Financial Advisors * DBA for LPL Business (entity for LPL business) * INV REL * AT REPORTED BUSINESS LOCATION(S) * START 10/20/2015 * 160 HRS/MO DURING SECS TRDG HRS. 4. 11/04/2015 * Good Life Advisors, LLC * Non-Variable Insurance * AT REPORTED BUSINESS LOCATION(S) * START 10/08/2015 * 1 HR/MO DURING SECS TRDG HRS. Servicing agent on existing policies. 5. 11/4/2015 - Good Life Financial Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 10/20/2015 - 160 Hours Per Month During Securities Trading. 6. 01/29/2016 * Good Life Insurance Associates * Insurance Agency * INV REL * AT REPORTED BUSINESS LOCATION(S) * START 02/01/2016 * 5 HRS/MO DURING SECS TRDG HRS. 7. 7/19/2018 - Good Life IA, Property & Casualty, LLC - Investment Related - At Reported Business Location(s) - Property and Casualty - Co-owner - Started 07/23/2018 - 10 Hours Per Month/5 Hours During Securities Trading. 8. 12/9/2020 - Good Life Financial Advisors of Mt. Pleasant, SC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 05/16/2016 - 160 Hours Per Month/140 Hours During Securities Trading. 9. 12/10/2020 - Good Life Financial Advisors of Mt. Pleasant, SC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 05/16/2016 - 160 Hours Per Month/140 Hours During Securities Trading. 10. 11/22/2021 - Spitfire Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 08/24/2021 - 1 Hour Per Month/1 Hour During Securities Trading. 11. 10/24/2022 - Good Life IA, LLC & Good Life IA Property & Casualty, LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 02/06/2016 - 40 Hours Per Month/10 Hours During Securities Trading. 12. 11/30/2022 - Steeples Investment, LLC - Not Investment Related - Business Entity For Tax/Investment Purposes Only - Start Date - 01/15/2022 - 0 Hours Per Month/0 Hours During Securities Trading 13. 10/01/2024 - Reel Time Holdings, LLC - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date 07/29/2024 - 8 Hours per Month/ 0 Hours During Trading
CRS (Client Relationship Summary) - RIA
Click below to view Fred Strawbridge Claghorn III'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: 2015
Experience
Current
August 20, 2015 - Present
GOOD LIFE ADVISORS, LLC
Office #1: 1124 Park West Blvd Suite 102, Mt Pleasant, SC 29466RIA
CRD#: 171898
Mt Pleasant, SC
Current
August 19, 2015 - Present
LPL FINANCIAL LLC
Office #1: 205 Scott St, Mount Pleasant, SC 29464RIA
BD
CRD#: 6413
MOUNT PLEASANT, SC
Past
May 21, 2013 - September 17, 2015
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
RIA
CRD#: 15708
COLUMBIA, SC
Past
May 25, 2010 - September 17, 2015
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
COLUMBIA, SC
Past
March 27, 2007 - May 14, 2010
UVEST FINANCIAL SERVICES GROUP, INC.
BD
CRD#: 13787
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
Delaware(2/7/2017)
RR
Florida(8/19/2015)
RR
Georgia(9/2/2015)
RR
Indiana(11/17/2015)
RR
Maryland(2/8/2016)
RR
Montana(2/13/2019)
RR
North Carolina(8/19/2015)
RR
Pennsylvania(8/19/2015)
RR
South Carolina(8/19/2015)
IAR
South Carolina(8/20/2015)
RR
Virginia(8/19/2015)
RR
Washington(9/2/2020)
Exams
State Security Law Exam
State Security Law 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.
