Tacy
Paul

Tribridge Partners Financial LLC

CRD#2851114
Investment Advisor
in Columbia, MD

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About this Advisor

Tacy Paul is a financial advisor based in Columbia, Maryland, working with Tribridge Partners Financial LLC. Tacy has previously held positions at Commonwealth Financial Network, Tribridge Partners Financial LLC, Calvert Investment Distributors, Inc, Suntrust Advisory Services, Inc, and Suntrust Investment Services Inc. Tacy has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Maryland. Currently, Tacy is part of Tribridge Partners Financial LLC, which operates out of Columbia, Maryland. The firm has 25 employees and offers services including financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Tribridge Partners Financial LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

6721 Columbia Gateway Drive Suite 100
Columbia, MD 21046

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Tribridge Partners Financial LLC Brokerage Details

Total Number of Employees

25

MD Average: 45

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Tacy Paul Work History

2024 - Present (0 year)

Tribridge Partners Financial LLC

2018 - 2023 (5 years)

Suntrust Advisory Services, Inc

2018 - 2023 (5 years)

Suntrust Investment Services Inc

2015 - 2018 (3 years)

Commonwealth Financial Network

2003 - 2015 (12 years)

Calvert Investment Distributors, Inc

Disclosures

Please visit the SEC profile of Tacy Paul to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Tribridge Partners Financial LLC

Tacy Paul
Columbia, MD
Jason Ditto
Columbia, MD

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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