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Julius Edwin Lord

Good Life Advisors, LLC

Celebration, FL

Bogart, GA

CRD 4949493

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Employer firm

Good Life Advisors, LLC CRD 171898

$4.35B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Good Life Advisors, Llc

1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2022-01-27
  • GA RA
    APPROVED
    Since 2022-01-27

Branch Locations

1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States

3001 Monroe Highway Suite 200A, Bogart, GA 30622 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Bogart GA 08/2011 Present
Independent Financial Partners Bogart GA 08/2011 05/2019
Private Advisor Group, Llc Bogart GA 05/2019 Present
Good Life Advisors, Llc Reading PA 01/2022 Present
Previous Registrations
Other Businesses

1. 8/22/2011 - LORD INVESTMENT GROUP - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 3/20/2014 - J.E. LORD PROPERTIES - Investment Related - 3001 Monroe Highway Suite 200A Watkinsville, GA 30677; and Monroe, GA 30655 - REAL ESTATE RENTAL - TIME SPENT 1% - 1 SINGLE FAMILY HOME (RESIDENTIAL) AND UP TO 3 INDIVIDUAL OFFICES IN MY COMMERCIAL OFFICE BUILDING. NONE OF THE RENTERS ARE CLIENTS OR ADVISORS OF ANOTHER B/D OR RIA AT THIS TIME. 3. 1/26/2022 GOOD LIFE ADVISORS, LLC - Registered Investment Advisor, HYBRID - Investment Related - At Reported Business Location - IAR - 100% time spent, provide investment advisor and financial planning for a fee 4. Lord Investment Group, LLC - DBA for RIA Business, IAR, Investment Related- At Reported Business Location, 100%.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-06-24
  • S66 Uniform Combined State Law Examination
    2005-06-24
Other Names
  • Jay Lord
  • Julius Edwin Lord
  • Julius Edwin Lord
  • Jay Lord
  • Julius Edwin Lord Iii

View on SEC IAPD

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