TRICORD ADVISORS, INC. of RIVERSIDE, CA is an SEC-registered investment adviser (CRD 155749). Regulatory assets under management: $431.5M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Randy King Barkley | CHIEF GROWTH OFFICER | — |
| Joseph Francis Lyons | SECRETARY | — |
| Christopher Mark Marsh | CHIEF COMPLIANCE OFFICER | — |
| Jeremiah J Lee | CHIEF EXECUTIVE OFFICER | — |
| Laura Elizabeth Barkley | PRESIDENT; PRINCIPAL & ADVISOR | — |
| BARKLEY RANDY KING | CHAIRMAN/CHIEF COMPLIANCE OFFICER; CHIEF GROWTH OFFICER; PRESIDENT | — |
| LYONS JOSEPH FRANCIS | SECRETARY | — |
| LEE YONG J | CHIEF EXECUTIVE OFFICER; CHIEF FINANCIAL OFFICER | — |
| MARSH CHRISTOPHER MARK | CHIEF COMPLIANCE OFFICER | — |
| BARKLEY LAURA ELIZABETH | FINANCIAL PLANNER | — |