AdvisorOS Directory
Claim Profile
LB

Lyndie Jean Benson

COPPER RIVER ADVISORS LLC·ENGLEWOOD, Colorado
Unclaimed Profile
385 INVERNESS PARKWAY SUITE 370, ENGLEWOOD, CO 80112CRD# 7036025Firm CRD# 173394
01

About

Lyndie Jean Benson is a registered financial advisor based in ENGLEWOOD, Colorado, affiliated with COPPER RIVER ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
COPPER RIVER ADVISORS LLC
COPPER RIVER ADVISORS LLC
AUM
$29M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at COPPER RIVER ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Other: REV SHARE FOR INSTITUTIONAL ADVISEMENT FOR CORPS
Regulatory
SEC/IARD CRD# 7036025
Firm CRD# 173394
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ENGLEWOOD?

Browse all registered financial advisors in ENGLEWOOD, Colorado or claim this profile if it's yours.

Browse ENGLEWOOD AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Lyndie Jean Benson offer?
Lyndie Jean Benson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ENGLEWOOD, Colorado for a consultation.
What are Lyndie Jean Benson's credentials?
Lyndie Jean Benson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lyndie Jean Benson located?
Lyndie Jean Benson is based in ENGLEWOOD, Colorado, working with COPPER RIVER ADVISORS LLC. Their office serves clients in the ENGLEWOOD metropolitan area and surrounding communities.
How does Lyndie Jean Benson charge for services?
Lyndie Jean Benson's firm is compensated through percentage of aum, hourly charges, other: rev share for institutional advisement for corps. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COPPER RIVER ADVISORS LLC?
COPPER RIVER ADVISORS LLC has approximately 3 employees and manages $29M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at COPPER RIVER ADVISORS LLC

James John Etten
ENGLEWOOD, CO

More Advisors in ENGLEWOOD, Colorado

Keys Ericson Tinney
AVEO CAPITAL PARTNERS, LLC·ENGLEWOOD, CO
Dean Allen Rager
GENEOS WEALTH MANAGEMENT, INC.·ENGLEWOOD, CO
Camaron Joseph Barta
BXM WEALTH LLC·ENGLEWOOD, CO
David A Shields
WEALTH WATCH ADVISORS, INC·ENGLEWOOD, CO
Geoffrey Todd Gervasini
WAKEFIELD WEALTH MANAGEMENT, LLLP·ENGLEWOOD, CO
Gregory J Brittain
WAKEFIELD WEALTH MANAGEMENT, LLLP·ENGLEWOOD, CO

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)LITTLETON (58)FORT COLLINS (38)LONE TREE (33)MONUMENT (27)ASPEN (27)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCOLORADO SPRINGS GuideCENTENNIAL Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
Request removal of this profile