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BT

Bradley A. Tafoya

TAFOYA BARRETT AND ASSOCIATES PC
Durango, CO 81301
Some features on this profile are disabled
CRD#: 4376709
BT

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)

Exams

Current Firm

TB
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
4

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information

TAFOYA BARRETT AND ASSOCIATES PC

CRD#: 107248Durango, CO 81301

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