Boulder Canyon Financial

Boulder Canyon Financial (CRD# 310148) is a financial advisory firm headquartered in , . They manage $11,820,463 in 71 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://bouldercanyonfinancial.com
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    71
    ACCOUNTS
  • Average Account Value
    $166,485
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Boulder Canyon Financial
Showing 1 - 1 of 1 top financial advisors.
1
Lynda Gregory, financial advisor Lafayette CO
Lynda D. Gregory
CRD#: 3211973
Lafayette, CO

Lynda Gregory (CRD# 3211973) is an Investment Advisor Representative working at Boulder Canyon Financial in Lafayette, CO and has over 22 years of experience in the finance industry. Lynda Gregory has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards. She has also earned the Chartered SRI Counselor™ designation. 

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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