Charles Robert Elhoff

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2014 → Present
  Lpl Financial Llc
  Southlake, TX
• 06/2014 → 09/2021
  Level Four Advisory Services, Llc
  Southlake, TX
• 09/2021 → Present
  Good Life Advisors, Llc
  Southlake, TX

Previous Registrations

• 2014-07-09 → 2021-10-07
  Level Four Advisory Services
  Arlington, TX
  Dallas, TX
  Southlake, TX
• 2009-09-22 → 2014-06-27
  Vsr Financial Services, Inc.
  Arlington, TX
  Overland Park, KS
  Arlington, TX
  Southlake, TX
  Worden, IL
• 2002-02-01 → 2009-09-28
  Grove Point Investments, Llc
  Arlington, TX

Other Businesses

1) 06/27/2014: NO BUSINESS NAME - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - 30% OF TIME SPENT - LIFE, FIXED ANNUITY , DI, LTC. 2) 12/31/2014 - FINRA - Investment Related - OTHER-FINRA Arbitrator - 1 Hours Per Month During Securities Trading - FINRA DISPUTE RESOLUTION. 3) 4/12/2018 - Virtus Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/02/2018 - 40 Hours Per Month During Securities Trading. 4) 10/4/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 02/01/1974 - 40 Hours Per Month/2 Hours During Securities Trading - Licensed Life and Health insurance agent and licensed life insurance counselor. 5) 10/12/2021 - Good Life Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 09/01/2021 - 40 Hours Per Month During Securities Trading - I provide investment advisory services through Good Life Advisors, LLC, an independent investment advisor firm. I started this business activity in 9/2021. I expect to spend approximately 40 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. 6) 12/2/2021 - CHASLIN HOLDINGS, LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 07/19/2004 - 0 Hours Per Month. 7) 04/04/2024 - EFC Advisors, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 03/19/2012 - 160 Hours Per Month/ During Trading 8) 04/25/2024 - Virtus Tax Strategies, LLC - Tax Prep/Accounting/CPA - Owner - Investment Related - 2435 E. Southlake Blvd., Southlake, TX 76092 - Start Date 01/01/2024 - 8 Hours Per Month/ 0 Hours During Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1983-08-05

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Chuck Elhoff