Unclaimed Profile

Tait Christopher Lane

TRIAD INVESTMENT MANAGMENT, LLC·ISSAQUAH, Washington

SIE, Series 7, Series 63, Series 65Clean record16 years registeredTRIAD INVESTMENT MANAGMENT, LLC

195 NE GILMAN BLVD., ISSAQUAH, WA 98027CRD# 4295962Firm CRD# 297699

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Tait Christopher Lane · ISSAQUAH, WA

Registration

CRD #4295962 · TRIAD INVESTMENT MANAGMENT, LLC · 16 years registered

Brand Profile

Not yet started

Career History

MERIT FINANCIAL ADVISORS

Oct 2022 – present

TRIAD INVESTMENT MANAGEMENT

Dec 2018 – Nov 2022

ISSAQUAH, WA

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

May 2014 – Mar 2019

Issaquah, WA

LPL FINANCIAL LLC

Mar 2010 – Oct 2015

ISSAQUAH, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · March 12, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRIAD INVESTMENT MANAGMENT, LLC

CRD 297699 · SEC 801-114425

AUM

$701M

Regulatory assets under management

Employees

2,747 client accounts

Services offered by TRIAD INVESTMENT MANAGMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at TRIAD INVESTMENT MANAGMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Tait Christopher Lane offer?

Tait Christopher Lane specializes in Financial Planning, Investment Management. Contact their office in ISSAQUAH, Washington for a consultation.

What are Tait Christopher Lane's credentials?

Tait Christopher Lane is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Tait Christopher Lane located?

Tait Christopher Lane is based in ISSAQUAH, Washington, working with TRIAD INVESTMENT MANAGMENT, LLC. Their office serves clients in the ISSAQUAH metropolitan area and surrounding communities.

How does Tait Christopher Lane charge for services?

Tait Christopher Lane's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRIAD INVESTMENT MANAGMENT, LLC?

TRIAD INVESTMENT MANAGMENT, LLC has approximately 8 employees and manages $701M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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