CM
CFP
CM
CFP

Christopher Marsh

13 Years of Experience
Riverside, CA
Broker

Christopher Marsh is a CFP-designated registered investment advisor, based in Riverside, CA, with 13 years of industry experience.

Location

6772 Magnolia Avenue, Riverside, CA, 92506

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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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Other Business Activities

Christopher is the Chief Compliance Officer/Director of Operations at TriCord Advisors Inc., a registered investment advisor, dedicating nearly full-time hours to this role. He also works as an adjunct professor at California Baptist University, teaching a CFP capstone course for a few hours per week.

Employment History
Current Registrations
The Leaders Group, INC.
July 2025 - Present · 9 mos
The Leaders Group, INC.Broker
July 2025 - Present · 9 mos
Tricord Advisors, INC.
February 2013 - Present · 13 yrs 2 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
November 2023 - February 2025 · 1 yr 3 mos
State Registrations4 states
AZCAIDUT
AdvisorBrokerBoth

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
No exam information available for this advisor.
Christopher Marsh - Financial Advisor | TrueAdvisor