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TRICOR ADVISORY SERVICES, LLC
TRICOR ADVISORY SERVICES, LLC
LAS VEGAS, Nevada
·
6 registered advisors
·
CRD# 141775
SEC# 801-67209
702-254-1263
01
Firm Overview
AUM
$137M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at TRICOR ADVISORY SERVICES, LLC
6 registered advisors
Charles Dean Slover
LAS VEGAS, Nevada
CRD# 2978127
Clay Lynn Archey
LAS VEGAS, Nevada
CRD# 3248177
Elizabeth Delgado-Schuetze
LAS VEGAS, Nevada
CRD# 4501355
Frank Aguilar
LAS VEGAS, Nevada
CRD# 2296920
Jason Leonard Garofalo
LAS VEGAS, Nevada
CRD# 3008935
Patricia Ann Aguilar
LAS VEGAS, Nevada
CRD# 5211948
05
Office Locations
LAS VEGAS, Nevada
6 advisors
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Data sourced from SEC Form ADV filings. TRICOR ADVISORY SERVICES, LLC (CRD# 141775) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.