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Andy Lyford
Charlton Investment Services, Inc.

Tel: (303) 632-8692
1231 S. Parker Rd Suite 104
Denver, CO 80231
Charlton Investment Services, Inc. | Financial Advisor in Denver ,CO

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

Firm Start Year:   2000
No.of Employees:   2-4
Name of Broker/Dealer:   LPL Financial
States Licensed in:   CO, CA, NV, MA, KS, OR, WA
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

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:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $150,000
Compensation Methods:   Based on Assets


Education

Bachelor of Arts - English Literature  Trinity College - Hartford, CT
1988-1992



Faqs

  • What is your experience? How many clients do you currently manage? I have been an Independent Financial Advisor since 1992. 100 clients.
  • How do you charge for your services? I am a fee based financial advisor.

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.

Andy Lyford

Andy Lyford

Andy Lyford is a Fourth Generation Denver Native. He graduated from Denver East High School and attended Trinity College in Hartford, CT, where he received his BA. Andy has spent his entire professional career as a Financial Advisor; a span of over 27 years. He has been affiliated with LPL Financial since 1997 and established Charlton Investment Services in 2000. Andy offers a full range of financial products from traditional (stocks, bonds, mutual funds, etc.) to alternatives (Hedge funds, Private Debt/Private Equity, Managed Futures, etc.). He has been married for 23 years and is the proud father of Grace,11, Sydney Dog, 7 and Molly Cat, 9. Andy's Series 6, 7, 24 and 63 held with LPL Financial.

My Services

Financial Planning for Individuals

I construct personalized investment portfolios for each of my clients. Education and understanding risk tolerance is key to success in any investment plan. My clients and I forge an ongoing partnership based on communication which allows for clarity in establishing and working toward life's financial goals.

Communities Served

Arvada Aurora
Bennett Brighton
Broomfield Castle Rock
Commerce City Conifer
Denver Englewood
Golden Littleton
Lone Tree Louisville
Morrison Parker
Watkins Westminster
Wheat Ridge