Unclaimed Profile

Randy King Barkley

TRICORD ADVISORS, INC.·RIVERSIDE, California

Clean recordTRICORD ADVISORS, INC.

6772 MAGNOLIA AVENUE, RIVERSIDE, CA 92506CRD# 1178154Firm CRD# 155749

Profile Verification

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

Identity

Randy King Barkley · RIVERSIDE, CA

Registration

CRD #1178154 · TRICORD ADVISORS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Randy King Barkley is a registered financial advisor based in RIVERSIDE, California, affiliated with TRICORD ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

TRICORD ADVISORS, INC.

AUM

$201M

Regulatory assets under management

Employees

Total firm employees

View all advisors at TRICORD ADVISORS, INC. →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1178154

Firm CRD# 155749

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Randy King Barkley offer?

Randy King Barkley specializes in Financial Planning, Investment Management. Contact their office in RIVERSIDE, California for a consultation.

What are Randy King Barkley's credentials?

Randy King Barkley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Randy King Barkley located?

Randy King Barkley is based in RIVERSIDE, California, working with TRICORD ADVISORS, INC.. Their office serves clients in the RIVERSIDE metropolitan area and surrounding communities.

How does Randy King Barkley charge for services?

Randy King Barkley'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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