Triad Advisors, LLC
Triad Advisors, LLC (CRD# 25803) is a financial advisory firm headquartered in Norcross, GA. They manage $2,248,734,411 in 10,769 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management2,249MILLION
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Total Number of Accounts10,769ACCOUNTS
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Average Account Value$208,816
- 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
John Clayton (CRD# 2193117) is an Investment Advisor Representative working at Triad Advisors, LLC in Norcross, GA and has over 31 years of experience in the finance industry.
Patrick Curtin (CRD# 4036490) is an Investment Advisor Representative working at Triad Advisors, LLC in Peterborough, NH and has over 23 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 Norcross, GA and has over 19 years of experience in the finance industry.
Nancy Duncan (CRD# 4750151) is an Investment Advisor Representative working at Triad Advisors, LLC in Rome, 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 16 years of experience in the finance industry. Jeremy Echuck 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.
Ellen Gallagher (CRD# 2899755) is an Investment Advisor Representative working at Triad Advisors, LLC in North Palm Beach, FL and has over 25 years of experience in the finance industry. Ellen Gallagher 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.
Michael Gatti (CRD# 5198706) is an Investment Advisor Representative working at Triad Advisors, LLC in Norcross, GA and has over 16 years of experience in the finance industry. Michael Gatti 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.
Jitender Gidwani (CRD# 4394316) is an Investment Advisor Representative working at Triad Advisors, LLC in Iselin, NJ and has over 13 years of experience in the finance industry.