Bradley A. Tafoya

TAFOYA BARRETT AND ASSOCIATES PC

Durango, CO 81301

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CRD#: 4376709

Professional summary

Bradley Allen Tafoya, CFP® is a registered financial advisor currently at TAFOYA BARRETT AND ASSOCIATES PC located in Durango, Colorado.

Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Bradley has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Allen Tafoya's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2014

Experience

Current

March 28, 2019 - Present

TAFOYA BARRETT AND ASSOCIATES PC

Office #1: 150 East 9th Street Suite 300, Durango, CO 81301

RIA

CRD#: 107248

Durango, CO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(3/28/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

TAFOYA BARRETT AND ASSOCIATES PC

BROWN WHEELDON AND ASSCOAITES PC | TAFOYA BARRETT AND ASSOCIATES PC | BROWN WHEELDON TAFOYA AND BARRETT PC | BROWN WHEELDON AND ASSOCIATES PC

CRD#: 107248 / SEC#:

Colorado

Registered Investment Advisory firm - (1/1/1999 Approved)

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Contact information

Main Address

150 East 9th Street Suite 300, Durango, CO 81301

Mailing Address

Phone number

(970) 259-8000

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Bradley A. Tafoya

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Allen Tafoya's CRS (Customer Relationship Summary).

Certified licenses

Experience

TAFOYA BARRETT AND ASSOCIATES PC

State Registrations and Notice Filings

Exams

Current Firm

TAFOYA BARRETT AND ASSOCIATES PC

Contact information

Documents

Red Flags

Company Information

TAFOYA BARRETT AND ASSOCIATES PC

TRUST BUT VERIFY

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