Triad Financial Advisors, Inc.

Triad Financial Advisors, Inc. (CRD# 118583) is a financial advisory firm headquartered in Greensboro, NC. They manage $438,865,549 in 1,644 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    439
    MILLION
  • Total Number of Accounts
    1,644
    ACCOUNTS
  • Average Account Value
    $266,950
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
  • Pension consulting services
  • 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, FL, IL, MD, NC, SC, TX, VA

Financial Advisors at Triad Financial Advisors, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Patrick N. Rush
CRD#: 2639709
3623 N. Elm Street, Suite 102, Greensboro, NC 27455
103
Wealthminder
score
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.
2
Dorothy C. Aydlett
CRD#: 5296322
333 N. Greene Street, Suite 506, Greensboro, NC 27401
96
Wealthminder
score

Dorothy Aydlett (CRD# 5296322) is an Investment Advisor Representative working at Triad Financial Advisors, Inc. in Greensboro, NC and has over 8 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.

3
Bonnie S. Cienek
CRD#: 710580
333 N. Greene Street, Suite 506, Greensboro, NC 27401
96
Wealthminder
score

Bonnie Cienek (CRD# 710580) is an Investment Advisor Representative working at Triad Financial Advisors, Inc. in Greensboro, NC and has over 36 years of experience in the finance industry. Bonnie Cienek 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
Carter W. Leinster
CRD#: 706761
333 N. Greene Street, Suite 506, Greensboro, NC 27401
96
Wealthminder
score

Carter Leinster (CRD# 706761) is an Investment Advisor Representative working at Triad Financial Advisors, Inc. in Greensboro, NC and has over 28 years of experience in the finance industry. Carter Leinster 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
Aaron Parrish
CRD#: 5602021
333 N. Greene Street, Suite 506, Greensboro, NC 27401
96
Wealthminder
score

Aaron Parrish (CRD# 5602021) is an Investment Advisor Representative working at Triad Financial Advisors, Inc. in Greensboro, NC and has over 7 years of experience in the finance industry. Aaron Parrish 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
Jennifer M. Windsor
CRD#: 6521595
333 N. Greene Street, Suite 506, Greensboro, NC 27401
90
Wealthminder
score

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.

7
Barbara P. Richley
CRD#: 3013952
333 N. Greene Street, Suite 506, Greensboro, NC 27401
81
Wealthminder
score

Barbara Richley (CRD# 3013952) is an Investment Advisor Representative working at Triad Financial Advisors, Inc. in Greensboro, NC and has over 18 years of experience in the finance industry.

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