Breanna ReishCRD Number: 5607787
Current Firm: Tricord Advisors, Inc.
Breanna Reish (CRD# 5607787) is an Investment Advisor Representative working at Tricord Advisors, Inc. in Riverside, CA and has over 8 years of experience in the finance industry. Breanna Reish 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.
Financial Management Network Inc.
Centaurus Financial, Inc.
|Tricord Advisors, Inc.||Riverside, CA||Dec 2015 - Current||2|
|Stephenson Accounting||Colton, CA||Oct 2008 - Current||9|
|H.d. Vest Investment Services||Colton, CA||Jul 2010 - Dec 2015||5|
|Hargrave & Associates, LLC||Riverside, CA||May 2008 - Jun 2010||2|
|Wilden Pump & Engineering||Grand Terrace, CA||Jun 2004 - Oct 2008||4|
|California State San Bernadino||San Bernadino, CA||Aug 2001 - Jul 2008||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2010|
|S65||NASAA Investment Advisors Law Examination||Jul 2009|
Total Assets Under Management107MILLIONS
Total Number of Accounts634ACCOUNTS
Average Account Value$168,772
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops