Triad Advisors, LLC
Triad Advisors, LLC (CRD# 25803) is a financial advisory firm headquartered in Atlanta, GA. They manage $1,106,198,778 in 4,228 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management1,106MILLION
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Total Number of Accounts4,228ACCOUNTS
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Average Account Value$261,636
- 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)
- Educational seminars/workshops
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
Patrick Curtin (CRD# 4036490) is an Investment Advisor Representative working at Triad Advisors, LLC in Peterborough, NH and has over 24 years of experience in the finance industry.
Christopher Dorrance (CRD# 5151831) is an Investment Advisor Representative working at Triad Advisors, LLC in Independence, OH and has over 17 years of experience in the finance industry.
Erica Dunbar (CRD# 4816732) is an Investment Advisor Representative working at Triad Advisors, LLC in Atlanta, GA and has over 19 years of experience in the finance industry.
Les Dyer (CRD# 1882357) is an Investment Advisor Representative working at Triad Advisors, LLC in North Wilkesboro, NC and has over 35 years of experience in the finance industry.
Jeremy Echuck (CRD# 5026827) is an Investment Advisor Representative working at Triad Advisors, LLC in Alpharetta, GA and has over 17 years of experience in the finance industry.
Ellen Gallagher (CRD# 2899755) is an Investment Advisor Representative working at Triad Advisors, LLC in North Palm Beach, FL and has over 26 years of experience in the finance industry.
Michael Gatti (CRD# 5198706) is an Investment Advisor Representative working at Triad Advisors, LLC in Atlanta, GA and has over 17 years of experience in the finance industry.
William Goodlad (CRD# 1356496) is an Investment Advisor Representative working at Triad Advisors, LLC in North Palm Beach, FL and has over 37 years of experience in the finance industry.
Jory Head (CRD# 6645071) is an Investment Advisor Representative working at Triad Advisors, LLC in Atlanta, GA and has over 6 years of experience in the finance industry.
David Hicks (CRD# 733045) is an Investment Advisor Representative working at Triad Advisors, LLC in Atlanta, GA and has over 37 years of experience in the finance industry.