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Featured Business Financial Advisor in Denver, CO
Denver Financial Advisors
Charlton Investment Services, Inc.
1231 S. Parker Rd Suite 104
Denver, CO 80231
(303) 632-8692
Advisor Profile
Andy Lyford
Name:  Andy Lyford
Website:  Visit Website
Disclaimer
Andy Lyford is a Registered Representative with and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC (www.finra.org; www.sipc.org).LPL Financial is not affiliated with WiserAdvisor.com.

About Charlton Investment Services, Inc.

At Charlton Investment Services we work hard to create one-on- one, long -term relationships focusing on all of our client's financial needs. Our Team approach to investment advice centers around your particular financial hopes and dreams. We know how critical aspirations such as sending your child to the right school, providing for a comfortable retirement, and financial independence late in life are to creating Financial Confidence.
 

General Information

CRD#:    2277831
Firm CRD#:    6413
Name of Broker/Dealer:    LPL Financial
States Licensed in:    CO, CA, NV, MA, KS, OR, WA
States Willing to do Business in:    Arvada,Aurora,Bennett,Brighton,Broomfield,Castle Rock,Commerce City,Conifer,Denver,Englewood,Golden,Littleton,Lone Tree,Louisville,Morrison,Parker,Watkins,Westminster,Wheat Ridge
Years of Experience in Financial Services:    27
Number of Years with Current Firm:    21
Work Experience:    I have been an Independent Financial Advisor since 1992.
I work with the following types of clients:    Non-Profit Organizations, Individual Investors, Investment Clubs, Businesses
 

Services

Investment Types:    Mutual Funds, FOREX & Currency, Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Bonds, Commodities, Stocks, Annuities, Options & Futures, Socially Responsible Investments (SRI)
I can meet clients in the following ways:    Via phone, At my office, At your home, At your office, Video Conference, Via email
 

Qualifications & Memberships

Securities Licenses:    Series 6, Series 63, Series 7, Series 24
Insurance and Annuity Licenses:    Life, Annuity, Variable Annuity, Variable Life, Long Term Care
 

Firm Information

Advisor's Number of Clients:    100
Advisor's Number of Managed Clients:    65
Advisor's Number of Planning Clients:    20
 

Compliance

Registered Investment Advisor:    Yes
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    $150,000
Compensation Methods:    Based on Assets
 
 
 
Prepared By: Andy Lyford

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