Feraud CalixteCRD Number: 6146010
Current Firm: Triad Financial Advisors, Inc.
Feraud Calixte (CRD# 6146010) is an Investment Advisor Representative working at Triad Financial Advisors, Inc. in Greensboro, NC and has over 5 years of experience in the finance industry. Feraud Calixte 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.
Spartan Planning Group
Tarheel Advisors, LLC
Triad Financial Advisors, Inc.
|Triad Financial Advisors, Inc.||Greensboro, NC||Jan 2018 - Current||< 1|
|Tdameritrade||Cary, NC||Oct 2017 - Jan 2018||< 1|
|Pnc Investments||Durham, NC||Jan 2015 - Oct 2017||2|
|Pnc Investments||Pittsburgh, PA||Nov 2013 - Jan 2015||1|
|Pnc Bank||Pittsburgh, PA||Nov 2013 - Jan 2015||1|
|Morgan Stanley||Durham, NC||Dec 2012 - Nov 2013||< 1|
|O2 Fitness||Chapel Hill, NC||Mar 2012 - Dec 2012||< 1|
|Seeking Employment||Durham, NC||Oct 2011 - Mar 2012||< 1|
|Toyota||Westbury, NY||Jul 2011 - Oct 2011||< 1|
|Prep Class||Westbury, NY||Dec 2010 - Jul 2011||< 1|
|Izod||Deer Park, NY||Sep 2010 - Nov 2010||< 1|
|United States Strategy Group||Baton Rouge, LA||May 2010 - Aug 2010||< 1|
|Ymca||Baton Rouge, LA||Oct 2009 - Aug 2010||< 1|
|Lespwa Worldwide||Fort Myers, FL||Jan 2010 - May 2010||< 1|
|Southern University Law Center||Baton Rouge, LA||Aug 2007 - May 2010||2|
|U.s. Senate||Washington, DC||Jul 2009 - Aug 2009||< 1|
|Louisiana Department Of Natural Resources||Baton Rouge, LA||Jul 2008 - May 2009||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2013|
Total Assets Under Management506MILLIONS
Total Number of Accounts1,846ACCOUNTS
Average Account Value$274,090
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, FL, IL, LA, MD, NC, SC, TX, VA
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