AndyLyford- Financial Advisor Denver, CO

Home > Financial Advisor Directory > colorado > denver

About Andy Lyford

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.

See Disclosures

General Information

Firm Start Year

2000

No. of Employees

CRD#

2277831

Firm CRD#

6413

Name of Broker/Dealer

LPL Financial

States Licensed in

CO, CA, NV, MA, KS, OR, WA

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

I have been an Independent Financial Advisor since 1992.

Work with the following types of clients

Individual Investors, Businesses, Investment Clubs, Non-Profit Organizations

Advisory Services Provided

Financial Planning for Individuals

Compliance

Registered Investment Advisor

Investment Advisor Representative

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 63, Series 6, Series 7, Series 24

Insurance and Annuity Licenses

Variable Life, Long Term Care, Annuity, Life, Variable Annuity

Firm Information

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$150,000

Compensation Methods

Based on Assets

Education

Bachelor of Arts - English Literature

Trinity College
1988 -1992

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf

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.

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Paladin Research Report For:

Andy Lyford

Charlton Investment Services, Inc.