Bryan StanfillCRD Number: 1387655
Current Firm: Triad Advisors, Inc.
Bryan Stanfill (CRD# 1387655) is an Investment Advisor Representative working at Triad Advisors, Inc. in Mooresville, NC and has over 30 years of experience in the finance industry.
Prospera Financial Services, Inc.
3a Financial Group LLC
Aventus Investment Advisors, Inc.
|Triad Advisors, Inc.||Norcross, GA||Jan 2002 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1987|
|S65||NASAA Investment Advisors Law Examination||Feb 1999|
|S66||NASAA Uniform Combined State Law Examination||Mar 2006|
Total Assets Under Management621MILLIONS
Total Number of Accounts3,756ACCOUNTS
Average Account Value$165,415
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV