Triad Advisors, LLC

Triad Advisors, LLC (CRD# 25803) is a financial advisory firm headquartered in Norcross, GA. They manage $2,357,493,021 in 9,176 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,357
    MILLION
  • Total Number of Accounts
    9,176
    ACCOUNTS
  • Average Account Value
    $256,919
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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, WY

Financial Advisors at Triad Advisors, LLC
Showing 1 - 10 of 115 top financial advisors.
1
Heidi M. Adams
CRD#: 4414818
5155 Peachtree Parkway, Suite 3220, Norcross, GA 30092

Heidi Adams (CRD# 4414818) is an Investment Advisor Representative working at Triad Advisors, LLC in Norcross, GA and has over 21 years of experience in the finance industry.

2
Matthew S. Archer
CRD#: 4126987
5155 Peachtree Parkway, Suite 3220, Norcross, GA 30092

Matthew Archer (CRD# 4126987) is an Investment Advisor Representative working at Triad Advisors, LLC in Norcross, GA and has over 22 years of experience in the finance industry.

3
Nina K. Avery
CRD#: 2626185
Windermere, FL

Nina Avery (CRD# 2626185) is an Investment Advisor Representative working at Triad Advisors, LLC in Windermere, FL and has over 25 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.

4
Brett G. Baker
CRD#: 4887539
5155 Peachtree Parkway, Suite 3220, Norcross, GA 30092

Brett Baker (CRD# 4887539) is an Investment Advisor Representative working at Triad Advisors, LLC in Norcross, GA and has over 17 years of experience in the finance industry.

5
Haley H. Berger
CRD#: 6089566
5155 Peachtree Parkway, Suite 3220, Norcross, GA 30092

Haley Berger (CRD# 6089566) is an Investment Advisor Representative working at Triad Advisors, LLC in Norcross, GA and has over 5 years of experience in the finance industry.

6
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 14 years of experience in the finance industry.

7
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 37 years of experience in the finance industry.

8
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 24 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
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 24 years of experience in the finance industry.

10
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 41 years of experience in the finance industry.

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