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Lyndsay Goody

ONYX FINANCIAL ADVISORS, LLC·IDAHO FALLS, Idaho
Series 65Clean record15 years registeredONYX FINANCIAL ADVISORS, LLC
2400 E. 25TH STREET, IDAHO FALLS, ID 83404CRD# 4852739Firm CRD# 134881

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lyndsay Goody · IDAHO FALLS, ID
Registration
CRD #4852739 · ONYX FINANCIAL ADVISORS, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

Nov 2010present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · November 23, 2010
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ONYX FINANCIAL ADVISORS, LLC
CRD 134881 · SEC 801-107355
AUM
$356M
Regulatory assets under management
Employees
9
898 client accounts
Services offered by ONYX FINANCIAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Lyndsay Goody offer?
Lyndsay Goody specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in IDAHO FALLS, Idaho for a consultation.
What are Lyndsay Goody's credentials?
Lyndsay Goody is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lyndsay Goody located?
Lyndsay Goody is based in IDAHO FALLS, Idaho, working with ONYX FINANCIAL ADVISORS, LLC. Their office serves clients in the IDAHO FALLS metropolitan area and surrounding communities.
How does Lyndsay Goody charge for services?
Lyndsay Goody's firm is compensated through percentage of aum, subscription fees, other: percentage of retirement plan assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ONYX FINANCIAL ADVISORS, LLC?
ONYX FINANCIAL ADVISORS, LLC has approximately 9 employees and manages $356M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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