Matthew Allgood, financial advisor Naperville IL

Matthew Allgood

CRD Number: 2577689
Current Firm: Good Life Advisors, LLC

Matthew Allgood (CRD# 2577689) is an Investment Advisor Representative working at Good Life Advisors, LLC in Naperville, IL and has over 28 years of experience in the finance industry. Matthew Allgood has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Good Life Advisors, LLC Naperville, PA Sep 2021 - Current 2
Lpl Financial LLC Naperville, IL Nov 2014 - Current 9
Level Four Advisory Services Naperville, IL Nov 2014 - Sep 2021 6
American Express Financial Advisors Lombard, IL Sep 2004 - Nov 2014 10
Ids Life Insurance Company Lombard, IL Sep 2004 - Nov 2014 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1995
S66 NASAA Uniform Combined State Law Examination Oct 1999
Contact Info for Matthew D. Allgood
Phone Number: 610-898-6927
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    2,381
    MILLIONS
  • Total Number of Accounts
    16,127
    ACCOUNTS
  • Average Account Value
    $147,639
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY

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