Social Register of Las Vegas - Platinum Spotlight

Platinum Spotlight

Every month, The Social Register of Las Vegas features one of its Platinum Members in the Platinum Spotlight. SRLV Platinum Members who wish to be considered for inclusion in the Platinum Spotlight, should submit a brief bio (600 words or less) along with a high resolution headshot in .jpg format using the form available in the Members Only section to sign up online! SRLV reserves the right to edit biographical information.

Platinum Spotlight

PATRICK JORDAN
TRICOR FINANCIAL, LLC

Patrick Jordan is the Senior Vice President and Financial Consultant for TriCor Financial, and he helps people to achieve their monetary goals utilizing financial products and aids small business owners and others in setting up their retirement plans. Patrick works to educate his clients on the assets they hold and creates strategic plans to reach their financial goals. He believes client education is the key to accomplishing financial success. Patrick is proud to be a part of the TriCor team because of the firm's ability to offer clients a wider variety of financial products and services.

Patrick has been a Financial Consultant for 13 years, previously working for a number of major national financial services firms. He holds a bachelor's degree in International Finance from San Francisco State University. He is past president of the Rotary Club of Henderson.

TriCor Financial, LLC (TriCor), member FINRA, SIPC.

  • Registration with the FINRA: Series 7
  • Registration with the SEC: Series 63, 65
TriCor Financial, LLC, a licensed Broker-Dealer and member of the Financial Industry Regulatory Authority (FINRA) and SIPC, with headquarters in Las Vegas, Nevada, provides excellent client service by providing its clientele with access to the non-proprietary investment products and services that meet sound financial investment principles through experienced, dedicated associates.
  • The TriCor Management Team possesses a cumulative of over 45 years of experience in the banking and finance industry and 85 years within the brokerage industry. The overlaps in experiences and the similarities between those two industries all served to prepare TriCor for your proposed ventures.
  • TriCor's employees have "deep-roots" in Las Vegas, Summerlin, Henderson, and Southern Nevada. Many of the principals are lifelong or longtime residents of Nevada and are well connected to the community.
  • TriCor professionals are experienced in bank programs and are very familiar with the entire bank delivery system. Five of the TriCor financial advisors are registered principals, and all are licensed at the supervisory level.
TriCor, as a member broker-dealer, proudly provides access to a wide range of financial, investment and retirement planning products and services to fulfill your financial and investment needs including: Mutual Funds, Full Service Stock and Bond Trading, Unit Investment Trusts, Real Estate Investment Trusts (REITS), Fixed and Variable Annuities, Life Insurance, Managed Investment Programs, Limited Partnerships, CDs and Money Market Accounts, and Retirement Plans and Services.

For more information about Patrick Jordan and TriCor Financial, LLC, please visit: www.tricorltd.com

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