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Carter Wisely Leinster

TRIAD FINANCIAL ADVISORS, INC.·GREENSBORO, North Carolina
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3623 N. ELM STREET, GREENSBORO, NC 27455CRD# 706761Firm CRD# 118583
01

About

Carter Wisely Leinster is a registered financial advisor based in GREENSBORO, North Carolina, affiliated with TRIAD FINANCIAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
TRIAD FINANCIAL ADVISORS, INC.
TRIAD FINANCIAL ADVISORS, INC.
AUM
$863M
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at TRIAD FINANCIAL ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Other: FEE FOR MONITORING 3RD PARTY MANAGERS
Regulatory
SEC/IARD CRD# 706761
Firm CRD# 118583
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Carter Wisely Leinster offer?
Carter Wisely Leinster specializes in Financial Planning, Investment Management. Contact their office in GREENSBORO, North Carolina for a consultation.
What are Carter Wisely Leinster's credentials?
Carter Wisely Leinster is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carter Wisely Leinster located?
Carter Wisely Leinster is based in GREENSBORO, North Carolina, working with TRIAD FINANCIAL ADVISORS, INC.. Their office serves clients in the GREENSBORO metropolitan area and surrounding communities.
How does Carter Wisely Leinster charge for services?
Carter Wisely Leinster's firm is compensated through percentage of aum, other: fee for monitoring 3rd party managers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRIAD FINANCIAL ADVISORS, INC.?
TRIAD FINANCIAL ADVISORS, INC. has approximately 19 employees and manages $863M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in GREENSBORO
George Mackay Salley — SMITH, SALLEY & ASSOCIATES, LLCAndrew Douglas Davis — SMITH, SALLEY & ASSOCIATES, LLCEdmund Scott Batchelor — SMITH, SALLEY & ASSOCIATES, LLCJames Sullivan Agnew — SMITH, SALLEY & ASSOCIATES, LLCGeorge Gregory Smith — SMITH, SALLEY & ASSOCIATES, LLC
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)
City Guides
CHARLOTTE GuideRALEIGH GuideCHAPEL HILL GuideDURHAM GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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