Lesley Shiffrin
Advisor at Orographic Financial Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Orographic Financial Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Orographic Financial Advisors
Location
Avon, CO
Credentials
CFP®, Series 63, Series 65
Industry experience
40 years
Up to $4,000 per plan for standalone financial planning
Up to $375 per hour for standalone financial planning
Account minimum: $2,500 minimum annual advisory fee Minimum fee: $2,500 minimum annual advisory fee
Orographic Financial Advisors
2022 - Present (4 years)
Neidiger, Tucker, Bruner, Inc.
1998 - 2022 (24 years)
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