Triad Advisors, LLC

Triad Advisors, LLC (CRD# 25803) is a financial advisory firm headquartered in Norcross, GA. They manage $1,274,808,102 in 3,859 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,275
    MILLION
  • Total Number of Accounts
    3,859
    ACCOUNTS
  • Average Account Value
    $330,347
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, WY

Financial Advisors at Triad Advisors, LLC
Showing 1 - 10 of 131 top financial advisors.
1
Thomas K. Anderson
CRD#: 5179537
1385 Flowering Dogwood Lane, Suite A, Dyersburg, TN 38024

Thomas Anderson (CRD# 5179537) is an Investment Advisor Representative working at Triad Advisors, LLC in Dyersburg, TN and has over 14 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 20 years of experience in the finance industry.

3
Glenn Arnold
CRD#: 4670661
775 Quaker Highway, Uxbridge, MA 01569

Glenn Arnold (CRD# 4670661) is an Investment Advisor Representative working at Triad Advisors, LLC in Uxbridge, MA and has over 17 years of experience in the finance industry. Glenn Arnold 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
Nina K. Avery
CRD#: 2626185
9100 Conroy Windermere Road, Suite 200, Windermere, FL 34786

Nina Avery (CRD# 2626185) is an Investment Advisor Representative working at Triad Advisors, LLC in Windermere, FL and has over 23 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.

5
Dalila T. Bajalcaliev
CRD#: 6342494
5155 Peachtree Parkway, Suite 3220, Norcross, GA 30092

Dalila Bajalcaliev (CRD# 6342494) is an Investment Advisor Representative working at Triad Advisors, LLC in Norcross, GA and has over 6 years of experience in the finance industry.

6
Benjamin R. Bernard
CRD#: 5473002
12 Civic Center Plaza, Suite 1645, Mankato, MN 56001

Benjamin Bernard (CRD# 5473002) is an Investment Advisor Representative working at Triad Advisors, LLC in Mankato, MN and has over 12 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 35 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 23 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 23 years of experience in the finance industry.

10
Kenneth R. Boyd
CRD#: 2156704
5005 Rockside Road, Suite 600, Independence, OH 44131

Kenneth Boyd (CRD# 2156704) is an Investment Advisor Representative working at Triad Advisors, LLC in Independence, OH and has over 20 years of experience in the finance industry.

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