Christopher Mark Marsh
Investment adviser representative at Tricord Advisors, Inc.
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$431.5MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- The Leaders Group IncJul 2025 to now
- Tricord Advisors, Inc.Aug 2012 to now
- Purshe Kaplan Sterling InvestmentsNov 2023 to Feb 2025
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
Tricord Advisors, Inc.
$431.5MAssets managed
552Clients
6Advisers
8 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
- 6160676
- Firm CRD
- 155749