Tricord Advisors, Inc.
Tricord Advisors, Inc. (CRD# 155749) is a financial advisory firm headquartered in Riverside, CA. They manage $201,402,185 in 910 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management201MILLION
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Total Number of Accounts910ACCOUNTS
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Average Account Value$221,321
- 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
CA
Randy Barkley (CRD# 1178154) is an Investment Advisor Representative working at Tricord Advisors, Inc. in Riverside, CA and has over 32 years of experience in the finance industry.
Dennis Good (CRD# 1290445) is an Investment Advisor Representative working at Tricord Advisors, Inc. in Riverside, CA and has over 16 years of experience in the finance industry.
Joseph Lyons (CRD# 5256117) is an Investment Advisor Representative working at Tricord Advisors, Inc. in Riverside, CA and has over 17 years of experience in the finance industry.
Christopher Marsh (CRD# 6160676) is an Investment Advisor Representative working at Tricord Advisors, Inc. in Riverside, CA and has over 11 years of experience in the finance industry.
Jeremiah Lee (CRD# 7271911) is an Investment Advisor Representative working at Tricord Advisors, Inc. in Riverside, CA and has over 4 years of experience in the finance industry.