Tricord Investment Advisors, Inc.

Tricord Investment Advisors, Inc. (CRD# 131613) is a financial advisory firm headquartered in Marietta, GA. They manage $5,600,000 in 27 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
531 Roselane Street, Suite 400, Marietta, GA 30060
http://www.tricordadvisor.com
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $207,407
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Tricord Investment Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Lawrence McDonald, financial advisor Kennesaw GA
Lawrence J. McDonald
CRD#: 2678618
1275 Shiloh Rd., Suite 3030, Kennesaw, GA 30144
Lawrence McDonald (CRD# 2678618) is an Investment Advisor Representative working at Tricord Investment Advisors, Inc. in Kennesaw, GA and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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