Tacy R Paul
Investment adviser representative at Tribridge Partners Financial LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Tribridge Partners Financial LLCMay 2024 to now
- UnemployedOct 2023 to May 2024
- Suntrust Advisory Services, IncMar 2018 to Oct 2023
- Suntrust Investment Services Inc,Mar 2018 to Oct 2023
- Commonwealth Financial NetworkDec 2015 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law1998
- Series 63 · Uniform Securities Agent State Law2013
State registrations
Registered as an investment adviser representative in 1 state (MD).
Tribridge Partners Financial LLC
$1.6BAssets managed
352Clients
7Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2851114
- Firm CRD
- 326489