Triumph Wealth Advisors, Inc.

Triumph Wealth Advisors, Inc. (CRD# 153175) is a financial advisory firm headquartered in Woodstock, GA. They manage $3,411,326 in 127 accounts and serve the financial needs of clients across 24 states (or territories).

By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    127
    ACCOUNTS
  • Average Account Value
    $26,861
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
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
  • Selection of other advisers (including private fund managers)
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, AZ, CA, CO, FL, GA, IN, KS, MA, MD, ME, MO, MS, MT, NC, NE, NH, NJ, OH, PA, SC, TN, TX, VA

Financial Advisors at Triumph Wealth Advisors, Inc.
Showing 1 - 10 of 23 top financial advisors.
1
Charles O. Patton
CRD#: 705066
Congaree Suites, 239 Congaree Street, Greenville, SC 29607
96
Wealthminder
score

Charles Patton (CRD# 705066) is an Investment Advisor Representative working at Triumph Wealth Advisors, Inc. in Greenville, SC and has over 26 years of experience in the finance industry.

2
John D. Stover
CRD#: 2344900
2230 Towne Lake Pkwy, Bldg 800-ste 130, Woodstock, GA 30189
96
Wealthminder
score

John Stover (CRD# 2344900) is an Investment Advisor Representative working at Triumph Wealth Advisors, Inc. in Woodstock, GA and has over 23 years of experience in the finance industry. John Stover 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
Jean M. Baun
CRD#: 4342193
126 Ann St, West Pittston, PA 18643
93
Wealthminder
score

Jean Baun (CRD# 4342193) is an Investment Advisor Representative working at Triumph Wealth Advisors, Inc. in West Pittston, PA and has over 15 years of experience in the finance industry.

4
Donald N. Cameron
CRD#: 2026265
817 E. 9th Street, Rochester, IN 46975
93
Wealthminder
score

Donald Cameron (CRD# 2026265) is an Investment Advisor Representative working at Triumph Wealth Advisors, Inc. in Rochester, IN and has over 26 years of experience in the finance industry.

5
Glenn E. Cook
CRD#: 2903080
2600 South Shore Blvd, Ste 300, League City, TX 77573
93
Wealthminder
score

Glenn Cook (CRD# 2903080) is an Investment Advisor Representative working at Triumph Wealth Advisors, Inc. in League City, TX and has over 5 years of experience in the finance industry.

6
Jason P. Daugherty
CRD#: 4267059
2230 Towne Lake Pkwy, Bldg 800-ste 130, Woodstock, GA 30189
93
Wealthminder
score

Jason Daugherty (CRD# 4267059) is an Investment Advisor Representative working at Triumph Wealth Advisors, Inc. in Woodstock, GA and has over 16 years of experience in the finance industry.

7
Bernard Dipasquale
CRD#: 4141178
808 Baltimore Pike, Ste B, Bel Air, MD 21014
93
Wealthminder
score

Bernard Dipasquale (CRD# 4141178) is an Investment Advisor Representative working at Triumph Wealth Advisors, Inc. in Bel Air, MD and has over 16 years of experience in the finance industry.

8
Scott T. Koontz
CRD#: 3142253
4748 N Sr103, New Castle, IN 47362
93
Wealthminder
score

Scott Koontz (CRD# 3142253) is an Investment Advisor Representative working at Triumph Wealth Advisors, Inc. in New Castle, IN and has over 17 years of experience in the finance industry.

9
Kenneth R. Savage
CRD#: 3203842
2230 Towne Lake Pkwy, Bldg 800-ste 130, Woodstock, GA 30189
93
Wealthminder
score

Kenneth Savage (CRD# 3203842) is an Investment Advisor Representative working at Triumph Wealth Advisors, Inc. in Woodstock, GA and has over 17 years of experience in the finance industry.

10
Dennis W. Taylor
CRD#: 1563266
2230 Towne Lake Parkway, Building 800, Suite 130, Woodstock, GA 30189
93
Wealthminder
score

Dennis Taylor (CRD# 1563266) is an Investment Advisor Representative working at Triumph Wealth Advisors, Inc. in Woodstock, GA and has over 9 years of experience in the finance industry.

1 2 3 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.