Triad Hybrid Solutions, LLC

Triad Hybrid Solutions, LLC (CRD# 171070) is a financial advisory firm headquartered in Norcross, GA. They manage $1,467,652,125 in 6,809 accounts and serve the financial needs of clients across 45 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,468
    MILLION
  • Total Number of Accounts
    6,809
    ACCOUNTS
  • Average Account Value
    $215,546
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.

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, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Triad Hybrid Solutions, LLC
Showing 1 - 10 of 52 top financial advisors.
1
Eric S. Ashburn
CRD#: 6240446
Norcross, GA 30092

Eric Ashburn (CRD# 6240446) is an Investment Advisor Representative working at Triad Hybrid Solutions, LLC in Norcross, GA and has over 5 years of experience in the finance industry. Eric Ashburn 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
Todd F. Bogda
CRD#: 2649500
Wormleysburg, PA 17043

Todd Bogda (CRD# 2649500) is an Investment Advisor Representative working at Triad Hybrid Solutions, LLC in Wormleysburg, PA and has over 20 years of experience in the finance industry.

3
James M. Broom
CRD#: 2951595
Bloomington, MN 55435

James Broom (CRD# 2951595) is an Investment Advisor Representative working at Triad Hybrid Solutions, LLC in Bloomington, MN and has over 22 years of experience in the finance industry.

4
Raymond B. Brown
CRD#: 5081299
Rocky River, OH 44116

Raymond Brown (CRD# 5081299) is an Investment Advisor Representative working at Triad Hybrid Solutions, LLC in Rocky River, OH and has over 14 years of experience in the finance industry.

5
Bradley H. Cantrill
CRD#: 4438327
Norcross, GA 30092

Bradley Cantrill (CRD# 4438327) is an Investment Advisor Representative working at Triad Hybrid Solutions, LLC in Norcross, GA and has over 18 years of experience in the finance industry. Bradley Cantrill 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
Cory Cuffley
CRD#: 6986526
Wormleysburg, PA 17043

Cory Cuffley (CRD# 6986526) is an Investment Advisor Representative working at Triad Hybrid Solutions, LLC in Wormleysburg, PA and has 1 year of experience in the finance industry.

7
Barbara E. Deitel
CRD#: 1196783
Johnson City, TN 37601

Barbara Deitel (CRD# 1196783) is an Investment Advisor Representative working at Triad Hybrid Solutions, LLC in Johnson City, TN and has over 20 years of experience in the finance industry. Barbara Deitel 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.

8
Matthew B. Deitel
CRD#: 6107912
Johnson City, TN 37601

Matthew Deitel (CRD# 6107912) is an Investment Advisor Representative working at Triad Hybrid Solutions, LLC in Johnson City, TN and has over 7 years of experience in the finance industry.

9
Terry B. Dickey
CRD#: 3044411
Knoxville, TN 37932

Terry Dickey (CRD# 3044411) is an Investment Advisor Representative working at Triad Hybrid Solutions, LLC in Knoxville, TN and has over 21 years of experience in the finance industry.

10
Shari L. Dietz
CRD#: 2965452
Wormleysburg, PA 17043

Shari Dietz (CRD# 2965452) is an Investment Advisor Representative working at Triad Hybrid Solutions, LLC in Wormleysburg, PA and has over 20 years of experience in the finance industry.

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