Lyndsay Goody

ONYX FINANCIAL ADVISORS

IDAHO FALLS, ID 83404

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CRD#: 4852739

Professional summary

Lyndsay Goody, CFP®, who also goes by Lyndsay Martineau, is a registered financial advisor currently at ONYX FINANCIAL ADVISORS, LLC located in Idaho Falls, Idaho.

Lyndsay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Lyndsay has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lyndsay Martineau

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.

PARRY, ROE AND COMPANY; IDAHO FALLS, ID; STAFF ACCOUNTANT; DATES OF EMPLOYMENT: 1/1/08 - PRESENT; ON AVERAGE 25% OF TIME IS SPENT WITH PARRY, ROE AND COMPANY DURING NORMAL BUSINESS HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lyndsay Goody's CRS (Customer Relationship Summary).

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: 2018

Experience

Current

November 23, 2010 - Present

ONYX FINANCIAL ADVISORS, LLC

Office #1: 2400 E. 25th Street, Idaho Falls, ID 83404

RIA

CRD#: 134881

IDAHO FALLS, ID

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ONYX FINANCIAL ADVISORS, LLC

CRD#: 134881 / SEC#: 801-107355

RIA

Registered Investment Advisory firm - (3/24/2016 Approved)

Idaho

Registered Investment Advisory firm - (3/30/2016 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Idaho
(11/23/2010)

IAR

Texas
(6/14/2023)

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

State Security Law Exam

IAR

Series 65

Date: 11/22/2010

Uniform Investment Adviser Law Examination

Current Firm

ONYX FINANCIAL ADVISORS, LLC

CRD#: 134881 / SEC#: 801-107355

RIA

Registered Investment Advisory firm - (3/24/2016 Approved)

Idaho

Registered Investment Advisory firm - (3/30/2016 Terminated)

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Contact information

Main Address

2400 E. 25th Street, Idaho Falls, ID 83404

Mailing Address

Phone number

(208) 522-6400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ONYX FINANCIAL ADVISORS, FORM ADV PART 2A 102416 UPDATE (2/6/2025)

Regulatory assets under management

Total Number of Accounts	978
AUM (Assets Under Management)	$ 426,815,438

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.

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Lyndsay Goody

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lyndsay Goody's CRS (Customer Relationship Summary).

Certified licenses

Experience

ONYX FINANCIAL ADVISORS, LLC

Primary Firm SEC Registration

ONYX FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/22/2010

Current Firm

ONYX FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ONYX FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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