Christopher Lagudis, financial advisor Boulder CO
93 score

Christopher Lagudis

CRD Number: 1023031
Current Firm: Colorado Financial Management LLC

Christopher Lagudis (CRD# 1023031) is an Investment Advisor Representative working at Colorado Financial Management LLC in Boulder, CO and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Sargent-bickham Boulder, CO Dec 1998 - Current 17
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2013
S63 Uniform Securities State Law Examination Nov 1982
Contact Info for Christopher M. Lagudis
Phone Number: 303-443-2433
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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