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 10 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 7 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 3 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 25 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 8 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.