Tricord Investment Advisors, Inc.

Tricord Investment Advisors, Inc. (CRD# 131613) is a financial advisory firm headquartered in Kennesaw, GA. They manage $4,800,000 in 40 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $120,000
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
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.

GA

Financial Advisors at Tricord Investment Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Lawrence J. McDonald
CRD#: 2678618
P.O. Box 3085, Kennesaw, GA 30156
100
Wealthminder
score
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.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.