Patrick
Finneran

Tricord Wealth Advisors

CRD#5923618
Investment Advisor
in Columbus, OH

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About this Advisor

Patrick Finneran is a certified financial planner who works in Columbus, Ohio, with 10 years of industry experience. Finneran is currently employed by Tricord Wealth Advisors. During their career, the advisor has held roles at Omni Financial Securities, Inc, St. Charles Preparatory School, Hamilton Capital Management, Inc, The Stewarsdhip Foundation, Facet Wealth, Hamilton Capital Management Inc, Financial Management Consultants, Inc and Tricord Wealth Advisors. Finneran maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Ohio. Tricord Wealth Advisors is a registered investment firm operating in Columbus, Ohio.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

10 years

Office Location

5000 Arlington Centre Blvd. Suite 2130
Columbus, OH 43220

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Patrick Finneran Work History

Patrick has been registered as a financial advisor for 10 years.*

2021 - Present (3 years)

Facet Wealth

2021 - Present (3 years)

Facet Wealth

2012 - Present (12 years)

St. Charles Preparatory School

2017 - 2021 (4 years)

Hamilton Capital Management, Inc

2015 - 2017 (2 years)

Hamilton Capital Management Inc

2012 - 2015 (3 years)

Omni Financial Securities, Inc

2012 - 2015 (3 years)

The Stewarsdhip Foundation

2012 - 2013 (1 year)

Financial Management Consultants, Inc

2011 - 2015 (4 years)

Tricord Wealth Advisors

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

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

The content in this profile was updated by SmartAsset on 4/16/2023. 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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