charltoninvestmentsservices

Personal Details

First Name:

Andy

Last Name:

Lyford

Licensed Title:

Charlton Investment Services, Inc.

Designation:

CPFA

Phone:

303 632-8692

Mobile:

303 919-7793

Fax:

303 632-8702

Rep ID:

1P7A

Organization Details

Organization Name:

Charlton Investment Services, Inc.

Organization Description:

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.

Client Login URL:

https://myaccountviewonline.com/AccountView/

Office Location

Office Name:

Charlton Investment Services Inc.

Street Address:

1231 South Parker Road Suite 104

City:

Denver

State/Province:

ZIP/Postal Code:

80231-2102

Country:

United States

License Information

Insurance Licensed State/Province:

Arizona, Colorado, Florida, Nevada, Washington

Headshot and Biography

Personal Photo:

Biography:

Andy Lyford is a Fourth Generation Denver Native. After graduating from Trinity College in Hartford, CT, Andy has spent his entire professional career as a Financial Advisor; a span of over 31 years. Andy has been affiliated with LPL Financial since 1997 and has been a Branch Office Manager since 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 26 years and is the proud father of Grace, 16.

Vision Statement:

As a boutique firm, Charlton Investment Services strives to maintain a small client base. This allows us to focus on each client's individual needs and desires.

OSJ (US only)

OSJ Name:

Greg Hainline

OSJ E-mail address:

gregory.hainline@lpl.com

Disclaimer

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).

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction. Securities registrations are held through LPL Financial.

LPL Financial Form CRS

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