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Dennis Marlin Good

Tricord Advisors, Inc.

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About Dennis Marlin Good

Dennis Marlin Good is a Registered Investment Advisor with Tricord Advisors, Inc.. Dennis has over 30 years of experience in the financial services industry. Dennis is registered with the state of California. Dennis is a registered representative with the firm, and specializes in Financial Planning, Pension Consulting and Portfolio Management for individuals.

Firm Information

Dennis Good is currently registered with Tricord Advisors, Inc.. Tricord Advisors, Inc. is an investment advisor based in RIVERSIDE, CA. They have 1 licensed agent, 5 investment advisor representatives, and 1 registered representative. They manage approximately $201,402,185 in regulatory assets under management. The firm provides financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for individuals. Their clients include individuals other than high-net-worth, corporations or other businesses, charitable organizations, and high-net-worth individuals.
Tricord Advisors, Inc.

6772 MAGNOLIA AVENUE

RIVERSIDE, CA 92506

$201.40M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dennis Good’s Registration & Firm History

CA

08/12/2011 - Present

Tricord Advisors, Inc. (RIVERSIDE CA)

CA

01/29/2008 - 04/07/2011

LIBERTY GROUP, LLC (RIVERSIDE CA)

NA

04/29/1987 - 03/27/1996

MASTERS CAPITAL, INC.

NA

03/19/1985 - 01/01/1988

GREATER PACIFIC SECURITIES,INC.

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Licenses & Designations

IA

Issued 08/11/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/15/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/11/1986

Series 24 - General Securities Principal Examination

BC

Issued 10/04/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Dennis Marlin Good. Review regulatory record here.
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