Tricord Wealth Advisors

Tricord Wealth Advisors (CRD# 119921) is a financial advisory firm headquartered in Columbus, OH. They manage $6,043,327 in 74 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
5000 Arlington Centre Blvd., Suite 7162, Columbus, OH 43220
https://www.tricordwealth.org/
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    74
    ACCOUNTS
  • Average Account Value
    $81,667
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
Types of Clients
Registered States
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 Finneran, financial advisor Worthington OH
Joseph D. Finneran
CRD#: 1045946
100 Old W Wilson Bridge Road, Suite 101, Worthington, OH 43085

Joseph Finneran (CRD# 1045946) is an Investment Advisor Representative working at Tricord Wealth Advisors in Worthington, OH and has over 40 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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