Triumph Wealth Advisors, Inc.
Triumph Wealth Advisors, Inc. (CRD# 153175) is a financial advisory firm headquartered in Woodstock, GA. They manage $23,413,000 in 190 accounts and serve the financial needs of clients across 29 states (or territories).
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Total Assets Under Management23MILLION
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Total Number of Accounts190ACCOUNTS
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Average Account Value$123,226
- A percentage of assets under your management
- Hourly charges
- Other
- 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)
AL, AZ, CA, CO, CT, FL, GA, IA, IN, KS, LA, MA, MD, ME, MO, MS, MT, NC, NE, NH, NJ, NM, OH, PA, SC, TN, TX, VA, WV
John Brady (CRD# 2119657) is an Investment Advisor Representative working at Triumph Wealth Advisors, Inc. in Frisco, TX and has over 33 years of experience in the finance industry.
Glenn Cook (CRD# 2903080) is an Investment Advisor Representative working at Triumph Wealth Advisors, Inc. in Woodstock, GA and has over 13 years of experience in the finance industry.
Jason Daugherty (CRD# 4267059) 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.
Jeffrey Duncan (CRD# 2913202) is an Investment Advisor Representative working at Triumph Wealth Advisors, Inc. in Lafayette, TN and has over 14 years of experience in the finance industry.
Daniel Garvin (CRD# 1481768) is an Investment Advisor Representative working at Triumph Wealth Advisors, Inc. in Woodstock, GA and has over 37 years of experience in the finance industry.
Kirk Gill (CRD# 2291503) is an Investment Advisor Representative working at Triumph Wealth Advisors, Inc. in Tucson, AZ and has over 31 years of experience in the finance industry.
Gregory Matthews (CRD# 2647453) is an Investment Advisor Representative working at Triumph Wealth Advisors, Inc. in Carrollton, TX and has over 28 years of experience in the finance industry.
Charles Patton (CRD# 705066) is an Investment Advisor Representative working at Triumph Wealth Advisors, Inc. in Greenville, SC and has over 33 years of experience in the finance industry.
Gregory Smith (CRD# 5604526) is an Investment Advisor Representative working at Triumph Wealth Advisors, Inc. in Roswell, GA and has over 15 years of experience in the finance industry.
William Smith (CRD# 3134227) is an Investment Advisor Representative working at Triumph Wealth Advisors, Inc. in Birmingham, AL and has over 25 years of experience in the finance industry.