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
Gary Marsh (CRD# 723206) is an Investment Advisor Representative working at Triad Advisors, LLC in Jacksonville, FL and has over 36 years of experience in the finance industry. Gary Marsh 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.
Ryan Marsh (CRD# 6086759) is an Investment Advisor Representative working at Triad Advisors, LLC in Jacksonville, FL and has over 5 years of experience in the finance industry. Ryan Marsh 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.
Randall Martinez (CRD# 4930351) is an Investment Advisor Representative working at Triad Advisors, LLC in Atlanta, GA and has over 18 years of experience in the finance industry. Randall Martinez 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.
John Matteoni (CRD# 4177784) is an Investment Advisor Representative working at Triad Advisors, LLC in Reno, NV and has over 23 years of experience in the finance industry.
Tamara McCrary (CRD# 2311879) is an Investment Advisor Representative working at Triad Advisors, LLC in Norcross, GA and has over 30 years of experience in the finance industry.
Donald McDonald (CRD# 2475170) is an Investment Advisor Representative working at Triad Advisors, LLC in Rome, GA and has over 29 years of experience in the finance industry.
William McGoldrick (CRD# 2444007) is an Investment Advisor Representative working at Triad Advisors, LLC in Marietta, GA and has over 29 years of experience in the finance industry. William McGoldrick 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.
Charles Mears (CRD# 2516228) is an Investment Advisor Representative working at Triad Advisors, LLC in Canton, GA and has over 29 years of experience in the finance industry.
Robert Morales (CRD# 2122181) is an Investment Advisor Representative working at Triad Advisors, LLC in Reno, NV and has over 32 years of experience in the finance industry.
Melissa Nelson (CRD# 4970639) is an Investment Advisor Representative working at Triad Advisors, LLC in Norcross, GA and has over 9 years of experience in the finance industry.