Andy + Lyford - Financial Advisor in Denver, CO

Paladin Research Report For:

Andy Lyford

Charlton Investment Services, Inc.

1231 S. Parker Rd
Suite 104
Denver, CO 80231

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
  • 2-4
  • 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
  • 30
Number of Years with Current Firm
  • 22
Work Experience
  • I have been an Independent Financial Advisor since 1992.
Work with the following types of clients
  • Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided
  • Financial Planning for Individuals


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

Qualifications & Membership

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

Firm Information

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

Compensation and Fees

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


Bachelor of Arts - English Literature
  • Trinity College
    1988 - 1992

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


Additional Detailed Disclosures


Andy Lyford is a Registered Representative with and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC (; Financial is not affiliated with