Tafoya Barrett And Associates Pc

Tafoya Barrett And Associates Pc (CRD# 107248) is a financial advisory firm headquartered in Durango, CO. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Tafoya Barrett And Associates Pc
Showing 1 - 1 of 1 top financial advisors.
Gregory S. Wheeldon
CRD#: 4376708
150 E 9th Street, Suite 300, Durango, CO 81301

Gregory Wheeldon (CRD# 4376708) is an Investment Advisor Representative working at Tafoya Barrett And Associates Pc in Durango, CO and has 1 year of experience in the finance industry. Gregory Wheeldon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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