Unclaimed Profile

Christopher Mark Marsh

TRICORD ADVISORS, INC.·RIVERSIDE, California

SIE, Series 6TO, Series 63, Series 65CFPClean record13 years registeredTRICORD ADVISORS, INC.

6772 MAGNOLIA AVENUE, RIVERSIDE, CA 92506CRD# 6160676Firm CRD# 155749

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Christopher Mark Marsh · RIVERSIDE, CA

Registration

CRD #6160676 · TRICORD ADVISORS, INC. · 13 years registered

Brand Profile

Not yet started

Career History

THE LEADERS GROUP, INC.

Jul 2025 – present

TRICORD ADVISORS, INC.

Feb 2013 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 6TO

Series 63

Series 65

Registration record

First registered · February 6, 2013

Years registered · 13

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRICORD ADVISORS, INC.

CRD 155749 · SEC 801-113764

AUM

$201M

Regulatory assets under management

Employees

910 client accounts

Services offered by TRICORD ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at TRICORD ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Christopher Mark Marsh offer?

Christopher Mark Marsh specializes in Financial Planning, Investment Management. Contact their office in RIVERSIDE, California for a consultation.

What are Christopher Mark Marsh's credentials?

Christopher Mark Marsh holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Christopher Mark Marsh located?

Christopher Mark Marsh is based in RIVERSIDE, California, working with TRICORD ADVISORS, INC.. Their office serves clients in the RIVERSIDE metropolitan area and surrounding communities.

How does Christopher Mark Marsh charge for services?

Christopher Mark Marsh's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRICORD ADVISORS, INC.?

TRICORD ADVISORS, INC. has approximately 5 employees and manages $201M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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