TrueAdvisor
TrueAdvisor
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Patricia a Tisdale

Ulrich Investment Consultants
23 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Ulrich Investment Consultants
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
278 clients
Average Client Portfolio
$11.5M average
Assets Under Management
$3.2B

Fee Structure

Location

1805 Rio Grande Boulevard Nw, Suite 1, Albuquerque, NM, 87104

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Ulrich Investment Consultants
August 2017 - Present · 8 yrs 6 mos
Previous Registrations
Pinkerton Retirement Specialists, LLC
April 2014 - November 2017 · 3 yrs 7 mos
Abridge Partners, LLC
November 2011 - April 2014 · 2 yrs 5 mos
LPL Financial LLC
August 2011 - October 2014 · 3 yrs 2 mos
UBS Financial Services INC.
February 2009 - February 2011 · 2 yrs
Abridge Partners, LLC
October 2007 - August 2009 · 1 yr 10 mos
Ffr Advisory
July 2007 - January 2008 · 6 mos
Fsc Securities Corporation
April 2007 - July 2007 · 3 mos
Fsc Securities Corporation
February 2006 - March 2006 · 1 mo
Icm Asset Management INC
April 2001 - November 2005 · 4 yrs 7 mos
State Registrations2 states
TXWA
Advisor
Exams
No exam information available for this advisor.