BT
CFP
BT
CFP

Bradley Tafoya

6 Years of Experience
Durango, CO

Bradley Tafoya is a CFP-designated registered investment advisor at Tafoya Barrett and Associates PC, based in Durango, CO, with 6 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 50 clients.

Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
50 clients
Average Client Portfolio
Not specified

Fee Structure

Tafoya Barrett and Associates PC does not manage investments for clients.

Loading...

Location

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

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Tafoya Barrett and Associates PC
March 2019 - Present · 7 yrs 1 mo
State Registrations1 state
CO
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Bradley Tafoya - Financial Advisor | TrueAdvisor