Feraud Calixte, financial advisor Greensboro NC
96 score

Feraud Calixte

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Feraud D. Calixte
Phone Number: 336-230-0071
Firm Website: http://www.triadfa.com
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    506
    MILLIONS
  • Total Number of Accounts
    1,846
    ACCOUNTS
  • Average Account Value
    $274,090
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, FL, IL, LA, MD, NC, SC, TX, VA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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