Triad Advisors, LLC

Triad Advisors, LLC (CRD# 25803) is a financial advisory firm headquartered in Norcross, GA. They manage $920,995,833 in 3,342 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    921
    MILLION
  • Total Number of Accounts
    3,342
    ACCOUNTS
  • Average Account Value
    $275,582
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.

AK, 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, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Triad Advisors, LLC
Showing 1 - 10 of 137 top financial advisors.
1
William S. Acuff
CRD#: 1068960
Warner Robins, GA 31088

William Acuff (CRD# 1068960) is an Investment Advisor Representative working at Triad Advisors, LLC in Warner Robins, GA and has over 36 years of experience in the finance industry.

2
Thomas E. Ahern
CRD#: 2933920
Phoenixville, PA 19460

Thomas Ahern (CRD# 2933920) is an Investment Advisor Representative working at Triad Advisors, LLC in Phoenixville, PA and has over 13 years of experience in the finance industry. Thomas Ahern 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
Thomas K. Anderson
CRD#: 5179537
Dyersburg, TN 38024

Thomas Anderson (CRD# 5179537) is an Investment Advisor Representative working at Triad Advisors, LLC in Dyersburg, TN and has over 12 years of experience in the finance industry.

4
Matthew S. Archer
CRD#: 4126987
Norcross, GA 30092

Matthew Archer (CRD# 4126987) is an Investment Advisor Representative working at Triad Advisors, LLC in Norcross, GA and has over 19 years of experience in the finance industry.

5
Glenn Arnold
CRD#: 4670661
Uxbridge, MA 01569

Glenn Arnold (CRD# 4670661) is an Investment Advisor Representative working at Triad Advisors, LLC in Uxbridge, MA and has over 15 years of experience in the finance industry. Glenn Arnold 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
Randolph B. Autrey
CRD#: 2065079
Charlotte, NC 28277

Randolph Autrey (CRD# 2065079) is an Investment Advisor Representative working at Triad Advisors, LLC in Charlotte, NC and has over 29 years of experience in the finance industry.

7
Nina K. Avery
CRD#: 2626185
Windermere, FL 34786

Nina Avery (CRD# 2626185) is an Investment Advisor Representative working at Triad Advisors, LLC in Windermere, FL and has over 22 years of experience in the finance industry. Nina Avery 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
Dalila T. Bajalcaliev
CRD#: 6342494
Norcross, GA 30092

Dalila Bajalcaliev (CRD# 6342494) is an Investment Advisor Representative working at Triad Advisors, LLC in Norcross, GA and has over 4 years of experience in the finance industry.

9
Benjamin R. Bernard
CRD#: 5473002
Mankato, MN 56001

Benjamin Bernard (CRD# 5473002) is an Investment Advisor Representative working at Triad Advisors, LLC in Mankato, MN and has over 11 years of experience in the finance industry.

10
Mark T. Boukather
CRD#: 2953081
Greenville, SC 29607

Mark Boukather (CRD# 2953081) is an Investment Advisor Representative working at Triad Advisors, LLC in Greenville, SC and has over 21 years of experience in the finance industry. Mark Boukather 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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