Triad Financial Advisors, Inc.

Triad Financial Advisors, Inc. (CRD# 118583) is a financial advisory firm headquartered in Greensboro, NC. They manage $720,311,608 in 2,064 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    720
    MILLION
  • Total Number of Accounts
    2,064
    ACCOUNTS
  • Average Account Value
    $348,988
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

AL, CA, FL, GA, IL, LA, MD, NC, NY, PA, SC, TX, VA

Financial Advisors at Triad Financial Advisors, Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Dorothy C. Aydlett
CRD#: 5296322
3623 N. Elm Street, Suite 102, Greensboro, NC 27455

Dorothy Aydlett (CRD# 5296322) is an Investment Advisor Representative working at Triad Financial Advisors, Inc. in Greensboro, NC and has over 12 years of experience in the finance industry. Dorothy Aydlett 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.

2
Jonas P. Boyer
CRD#: 7079718
3623 N. Elm Street, Suite 102, Greensboro, NC 27455

Jonas Boyer (CRD# 7079718) is an Investment Advisor Representative working at Triad Financial Advisors, Inc. in Greensboro, NC and has 1 year of experience in the finance industry.

3
Nathaniel P. Carswell
CRD#: 5141661
3623 N. Elm Street, Suite 102, Greensboro, NC 27455

Nathaniel Carswell (CRD# 5141661) is an Investment Advisor Representative working at Triad Financial Advisors, Inc. in Greensboro, NC and has over 13 years of experience in the finance industry. Nathaniel Carswell 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
Mollie Korenstein
CRD#: 6460991
3623 N. Elm Street, Suite 102, Greensboro, NC 27455

Mollie Korenstein (CRD# 6460991) is an Investment Advisor Representative working at Triad Financial Advisors, Inc. in Greensboro, NC and has 1 year of experience in the finance industry. Mollie Korenstein 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
John W. Marske
CRD#: 1349330
3623 N. Elm Street, Suite 102, Greensboro, NC 27455

John Marske (CRD# 1349330) is an Investment Advisor Representative working at Triad Financial Advisors, Inc. in Greensboro, NC and has over 23 years of experience in the finance industry. John Marske 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.

6
Barbara P. Richley
CRD#: 3013952
3623 N. Elm Street, Suite 102, Greensboro, NC 27455

Barbara Richley (CRD# 3013952) is an Investment Advisor Representative working at Triad Financial Advisors, Inc. in Greensboro, NC and has over 22 years of experience in the finance industry.

7
Patrick N. Rush
CRD#: 2639709
Greensboro, NC 27401
Patrick Rush (CRD# 2639709) is an Investment Advisor Representative working at Triad Financial Advisors, Inc. in Greensboro, NC and has over 17 years of experience in the finance industry. Patrick Rush 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 putclients' interests first and comply with the Financial Planning Practice Standards.
8
Jennifer M. Windsor
CRD#: 6521595
3623 N. Elm Street, Suite 102, Greensboro, NC 27455

Jennifer Windsor (CRD# 6521595) is an Investment Advisor Representative working at Triad Financial Advisors, Inc. in Greensboro, NC and has 1 year of experience in the finance industry. Jennifer Windsor 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
Ashley E. Crotwell
CRD#: 7240595
3623 N. Elm Street, Suite 102, Greensboro, NC 27455

Ashley Crotwell (CRD# 7240595) is an Investment Advisor Representative working at Triad Financial Advisors, Inc. in Greensboro, NC and has 1 year of experience in the finance industry. Ashley Crotwell 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.

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