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).

By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    190
    ACCOUNTS
  • Average Account Value
    $123,226
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Triumph Wealth Advisors, Inc.
Showing 1 - 10 of 13 top financial advisors.
1
John M. Brady
CRD#: 2119657
Frisco, TX

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.

2
Glenn E. Cook
CRD#: 2903080
2230 Towne Lake Pkwy, Bldg 800-ste 130, Woodstock, GA 30189

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.

3
Jason P. Daugherty
CRD#: 4267059
2230 Towne Lake Pkwy, Bldg 800-ste 130, Woodstock, GA 30189

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.

4
Jeffrey A. Duncan
CRD#: 2913202
668 Hwy 52 Bypass W, Lafayette, TN 37083

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.

5
Daniel R. Garvin
CRD#: 1481768
2230 Towne Lake Pkwy, Bldg 800-ste 130, Woodstock, GA 30189

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.

6
Kirk J. Gill
CRD#: 2291503
Tucson, AZ

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.

7
Gregory A. Matthews
CRD#: 2647453
2625 N. Josey Lane, Suite 101, Carrollton, TX 75007

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.

8
Charles O. Patton
CRD#: 705066
Congaree Suites, 239 Congaree Street, Greenville, SC 29607

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.

9
Gregory T. Smith
CRD#: 5604526
Roswell, GA

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.

10
William E. Smith
CRD#: 3134227
2081 Columbiana Rd, Ste 25, Birmingham, AL 35216

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.

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