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Angela Cardy Lafon

GREYBULL ADVISORS, LLC·JACKSON, Wyoming
Clean recordGREYBULL ADVISORS, LLC
1115 MAPLE WAY, JACKSON, WY 83011CRD# 7717604Firm CRD# 317767

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Angela Cardy Lafon · JACKSON, WY
Registration
CRD #7717604 · GREYBULL ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Angela Cardy Lafon is a registered financial advisor based in JACKSON, Wyoming, affiliated with GREYBULL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
GREYBULL ADVISORS, LLC
GREYBULL ADVISORS, LLC
AUM
$263M
Regulatory assets under management
Employees
12
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7717604
Firm CRD# 317767
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05

Frequently Asked Questions

What services does Angela Cardy Lafon offer?
Angela Cardy Lafon specializes in Retirement Planning. Contact their office in JACKSON, Wyoming for a consultation.
What are Angela Cardy Lafon's credentials?
Angela Cardy Lafon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Angela Cardy Lafon located?
Angela Cardy Lafon is based in JACKSON, Wyoming, working with GREYBULL ADVISORS, LLC. Their office serves clients in the JACKSON metropolitan area and surrounding communities.
How does Angela Cardy Lafon charge for services?
Angela Cardy Lafon's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GREYBULL ADVISORS, LLC?
GREYBULL ADVISORS, LLC has approximately 12 employees and manages $263M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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