Triad Advisors, Inc.

Triad Advisors, Inc. (CRD# 25803) is a financial advisory firm headquartered in Norcross, GA. They manage $621,300,000 in 3,756 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    621
    MILLION
  • Total Number of Accounts
    3,756
    ACCOUNTS
  • Average Account Value
    $165,415
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Triad Advisors, Inc.
Showing 1 - 10 of 163 top financial advisors.
1
Frederick E. Hubler, Jr.
CRD#: 4401049
1220 Valley Forge Road, Suite 3, Phoenixville, PA 19460
103
Wealthminder
score

Frederick E. Hubler, Jr. (CRD 4401049) graduated Magna Cum Laude from West Chester University and proceeded to gain his M.B.A. from the University of Phoenix. He obtained his Series 7 and Series 63 securities licenses in 2001, his Series 24 in 2007, and his Series 66 in 2011. Mr. Hubler received the Certified Wealth Strategist (CWS®) designation in February 2014.

 

Mr. Hubler was accepted into the NFL Players Association Financial Advisors Program beginning in 2008 and today is one of only 270 advisors that remain registered with the program. As a result of $42 million in fraud within a three year period, the NFLPA Board of Player Representatives voted in 2000 to create the Financial Advisors Program - the first of its kind in professional sports - to provide NFL players access to a diverse group of qualified, pre-selected financial advisors. The NFLPA Financial Advisors Program is designed with a goal of helping protect NFL players against fraud and unfair practices by financial advisors. The program gives players access to financial advisors whose backgrounds have been pre-screened by the NFLPA.

 

Mr. Hubler is a multi-year NABCAP Premier Advisor (2010-2014)*, one of Main Line Today’s Top Advisors on the Main Line for 2012, and has been featured in the Wall Street Journal, Christian Science Monitor, Kiplinger's, MainLine CEO, Philadelphia Magazine, the Philadelphia Business Journal, American Banker, and Chester County Life.

 

Mr. Hubler is licensed to sell securities, annuities, provide advisory services, and offer life, health, and long term care insurance in Pennsylvania, Delaware, Maryland, New Jersey, New York, Nevada, Kentucky, California, North Carolina, Colorado, and Florida.

 

Having always had a focus on community, Mr. Hubler is a Past Chairman of the Phoenixville Area Chamber of Commerce, has previously served on the Board of Directors for the Phoenixville Senior Center as Vice-President, and is a Past President of the Kiwanis Club of Phoenixville. He is married to Elizabeth, has four year old twins James and Abigail, loves football, and his hobbies include golf, cigars, and cars.

2
James E. Hundman
CRD#: 3233547
36600 N. Pima Road, Suite 301, Carefree, AZ 85377
103
Wealthminder
score

James Hundman (CRD# 3233547) is an Investment Advisor Representative working at Hundman Wealth Planning in Carefree, AZ and has over 17 years of experience in the finance industry. James Hundman 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 putclients' interests first and comply with the Financial Planning Practice Standards.

3
Nina M. O'neal
CRD#: 5143162
5155 Peachtree Parkway, Suite 3220, Norcross, GA 30092
100
Wealthminder
score

Nina O'neal (CRD# 5143162) is an Investment Advisor Representative and Partner at Archer Investment Management in Raleigh, NC. 

 

Securities and Advisory Services offered through Triad Advisors Member FINRA / SIPC

4
Charles E. Allen
CRD#: 1553675
3525 N. Causeway Blvd., Suite 728, Metairie, LA 70002
96
Wealthminder
score

Charles Allen (CRD# 1553675) is an Investment Advisor Representative working at Triad Advisors, Inc. in Metairie, LA and has over 18 years of experience in the finance industry. Charles Allen 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.

5
Nina K. Avery
CRD#: 2626185
7635 Ashley Park Court, Suite 503, Orlando, FL 32835
96
Wealthminder
score

Nina Avery (CRD# 2626185) is an Investment Advisor Representative working at Triad Advisors, Inc. in Orlando, FL and has over 19 years of experience in the finance industry. Nina Avery 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.

6
Richard W. Balhoff
CRD#: 847364
7135 Sylvania Ave, Suite 2b, Sylvania, OH 43560
96
Wealthminder
score

Richard Balhoff (CRD# 847364) is an Investment Advisor Representative working at Triad Advisors, Inc. in Sylvania, OH and has over 31 years of experience in the finance industry.

7
David Belotte
CRD#: 4418769
5155 Peachtree Parkway, Suite 3220, Norcross, GA 30092
96
Wealthminder
score

David Belotte (CRD# 4418769) is an Investment Advisor Representative working at Triad Advisors, Inc. in Norcross, GA and has over 14 years of experience in the finance industry.

8
Mark T. Boukather
CRD#: 2953081
110 Edgeworth St., Greenville, SC 29607
96
Wealthminder
score

Mark Boukather (CRD# 2953081) is an Investment Advisor Representative working at Triad Advisors, Inc. in Greenville, SC and has over 19 years of experience in the finance industry. Mark Boukather 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.

9
Scott D. Brewer
CRD#: 2711848
1428 Walz Avenue, Glenwood Springs, CO 81601
96
Wealthminder
score

Scott Brewer (CRD# 2711848) is an Investment Advisor Representative working at Triad Advisors, Inc. in Glenwood Springs, CO and has over 20 years of experience in the finance industry. Scott Brewer 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.

10
Shawn M. Brickler
CRD#: 1624186
7031 Corporate Way, Suite #100, Centerville, OH 45459
96
Wealthminder
score

Shawn Brickler (CRD# 1624186) is an Investment Advisor Representative working at Triad Advisors, Inc. in Centerville, OH and has over 20 years of experience in the finance industry. Shawn Brickler 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.

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