Dorothy AydlettCRD Number: 5296322
Current Firm: Triad Financial Advisors, Inc.
Dorothy Aydlett (CRD# 5296322) is an Investment Advisor Representative working at Triad Financial Advisors, Inc. in Greensboro, NC and has over 9 years of experience in the finance industry. Dorothy Aydlett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Spartan Planning & Wealth Management
Tarheel Advisors, LLC
Triad Financial Advisors, Inc.
|Triad Financial Advisors||Greensboro, NC||Sep 2008 - Current||9|
|Royal Alliance Associates, Inc.||Greenboro, NC||Mar 2007 - May 2013||6|
|Triad Financial Advisors||Greensboro, NC||Mar 2001 - Sep 2008||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2008|
Total Assets Under Management439MILLIONS
Total Number of Accounts1,644ACCOUNTS
Average Account Value$266,950
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, FL, IL, MD, NC, SC, TX, VA