Lyndsay
Goody
Onyx Financial Advisors, LLC
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About this Advisor
Lyndsay Goody is a personal financial specialist operating out of Idaho Falls, Idaho with 13 years of industry experience. Goody is an advisor for Onyx Financial Advisors, LLC. Throughout their career, Goody has worked at Onyx Financial Advisors and Parry, Roe & Company. Goody maintains a Series 65 license, certifying them as an investment advisor representative, and is approved to work in Idaho. Onyx Financial Advisors, LLC is a business that has its headquarters in Idaho Falls, ID. It controls $300 million in assets under management across its 882 client accounts, placing it among the mid-sized firms in the country by assets under management. The firm advises eight charitable organizations. Of its 882 customer accounts, 44% are held by high-net-worth investors who have at least $1 million in assets. Onyx Financial Advisors, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors largely are based on the type of financial services. Fee types charged by Onyx Financial Advisors, LLC most likely consist of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Onyx Financial Advisors, LLC Brokerage Details
$299,838,428
9
882
$339,953
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Lyndsay Goody Work History
Lyndsay has been registered as a financial advisor for 13 years.*
Onyx Financial Advisors
Parry, Roe & Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lyndsay Goody to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Onyx Financial Advisors, LLC
Idaho Falls, ID
Idaho Falls, ID
Idaho Falls, ID
Idaho Falls, ID
Idaho Falls, ID
Idaho Falls, ID
Idaho Falls, ID
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