Tricord Advisors, Inc.

Tricord Advisors, Inc. (CRD# 155749) is a financial advisory firm headquartered in Riverside, CA. They manage $95,308,128 in 636 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    95
    MILLION
  • Total Number of Accounts
    636
    ACCOUNTS
  • Average Account Value
    $149,856
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

CA

Financial Advisors at Tricord Advisors, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Joseph F. Lyons
CRD#: 5256117
6772 Magnolia Avenue, Riverside, CA 92506
96
Wealthminder
score

Joseph Lyons (CRD# 5256117) is an Investment Advisor Representative working at Tricord Advisors, Inc. in Riverside, CA and has over 11 years of experience in the finance industry. Joseph Lyons 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.

2
Breanna L. Reish
CRD#: 5607787
6772 Magnolia Avenue, Riverside, CA 92506
96
Wealthminder
score

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.

3
Christopher M. Marsh
CRD#: 6160676
6772 Magnolia Avenue, Riverside, CA 92506
90
Wealthminder
score

Christopher Marsh (CRD# 6160676) is an Investment Advisor Representative working at Tricord Advisors, Inc. in Riverside, CA and has over 4 years of experience in the finance industry.

4
Randy K. Barkley
CRD#: 1178154
6772 Magnolia Ave., Riverside, CA 92506
71
Wealthminder
score

Randy Barkley (CRD# 1178154) is an Investment Advisor Representative working at Tricord Advisors, Inc. in Riverside, CA and has over 26 years of experience in the finance industry. Randy Barkley 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.

5
Dennis M. Good
CRD#: 1290445
6772 Magnolia Ave., Riverside, CA 92506
61
Wealthminder
score

Dennis Good (CRD# 1290445) is an Investment Advisor Representative working at Tricord Advisors, Inc. in Riverside, CA and has over 9 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.