Triad Advisors, LLC

Triad Advisors, LLC (CRD# 25803) is a financial advisory firm headquartered in Atlanta, GA. They manage $2,248,734,411 in 10,769 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,249
    MILLION
  • Total Number of Accounts
    10,769
    ACCOUNTS
  • Average Account Value
    $208,816
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)
  • Educational seminars/workshops
Types of Clients
Registered States
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, WY

Financial Advisors at Triad Advisors, LLC
Showing 1 - 10 of 95 top financial advisors.
1
Vicki J. Balhoff
CRD#: 1246911
6641 W Sylvania Avenue, Suite 7, Sylvania, OH 43560

Vicki Balhoff (CRD# 1246911) is an Investment Advisor Representative working at Triad Advisors, LLC in Sylvania, OH and has over 38 years of experience in the finance industry.

2
Benjamin R. Bernard
CRD#: 5473002
1600 Madison Ave, Suite 103, Mankato, MN 56001

Benjamin Bernard (CRD# 5473002) is an Investment Advisor Representative working at Triad Advisors, LLC in Mankato, MN and has over 16 years of experience in the finance industry.

3
Walter C. Boleman
CRD#: 1336378
Blue Ridge, GA

Walter Boleman (CRD# 1336378) is an Investment Advisor Representative working at Triad Advisors, LLC in Blue Ridge, GA and has over 39 years of experience in the finance industry.

4
Mark T. Boukather
CRD#: 2953081
110 Edgeworth St., Greenville, SC 29607

Mark Boukather (CRD# 2953081) is an Investment Advisor Representative working at Triad Advisors, LLC in Greenville, SC and has over 26 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.

5
Stephanie B. Bowens
CRD#: 2926294
150 Preston Executive Dr, Suite 201, Cary, NC 27513

Stephanie Bowens (CRD# 2926294) is an Investment Advisor Representative working at Triad Advisors, LLC in Cary, NC and has over 26 years of experience in the finance industry.

6
Kenneth S. Brandenburg
CRD#: 1000539
3330 Cumberland Blvd, Suite 500, Atlanta, GA 30339

Kenneth Brandenburg (CRD# 1000539) is an Investment Advisor Representative working at Triad Advisors, LLC in Atlanta, GA and has over 42 years of experience in the finance industry.

7
Shawn M. Brickler
CRD#: 1624186
7031 Corporate Way, Suite #100, Centerville, OH 45459

Shawn Brickler (CRD# 1624186) is an Investment Advisor Representative working at Triad Advisors, LLC in Centerville, OH and has over 27 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.

8
Earl L. Brooks
CRD#: 2427846
Pittsburgh, PA

Earl Brooks (CRD# 2427846) is an Investment Advisor Representative working at Triad Advisors, LLC in Pittsburgh, PA and has over 30 years of experience in the finance industry. Earl Brooks 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
Diane C. Brown
CRD#: 3160244
2300 Windy Ridge Parkway, Suite 750, Atlanta, GA 30339

Diane Brown (CRD# 3160244) is an Investment Advisor Representative working at Triad Advisors, LLC in Atlanta, GA and has over 25 years of experience in the finance industry.

10
John B. Clayton
CRD#: 2193117
2300 Windy Ridge Parkway, Suite 750, Atlanta, GA 30339

John Clayton (CRD# 2193117) is an Investment Advisor Representative working at Triad Advisors, LLC in Atlanta, GA and has over 32 years of experience in the finance industry.

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