Tricord Wealth Advisors

Tricord Wealth Advisors (CRD# 119921) is a financial advisory firm headquartered in Columbus, OH. They manage $10,643,000 in 129 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    129
    ACCOUNTS
  • Average Account Value
    $82,504
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)
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.

OH

Financial Advisors at Tricord Wealth Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Joseph D. Finneran
CRD#: 1045946
100 Old W Wilson Bridge Road, Suite 101, Worthington, OH 43085
96
Wealthminder
score

Joseph Finneran (CRD# 1045946) is an Investment Advisor Representative working at Tricord Wealth Advisors in Worthington, OH and has over 33 years of experience in the finance industry. Joseph Finneran 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.

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