Randy Barkley
Randy Barkley is a CFP-designated registered investment advisor at Tricord Advisors, INC., based in Riverside, CA, with 25 years of industry experience. Randy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 552 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TriCord Advisors charges an asset-based fee for discretionary portfolio management. The exact fee schedule and percentage are determined on a client-by-client basis and set forth in the client's Investment Advisory Agreement. Fees are calculated as a percentage of the value of the account and charged quarterly in advance.
Location
6772 Magnolia Ave., Riverside, CA, 92506
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 2000Other Business ActivitiesSells Insurance
Randy is a licensed real estate and insurance agent, selling annuities, long-term care, and life insurance, and may receive commissions on real estate transactions. He also has a wholesale auto dealer license since 2007, dedicating minimal time to it.
Employment History
Current Registrations
Tricord Advisors, INC.
Previous Registrations
Liberty Group, LLC
Liberty Group, LLC
Primevest Financial Services, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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