TRIAD FINANCIAL ADVISORS, INC.

GREENSBORO, North Carolina·5 registered advisors·CRD# 118583
SEC# 801-806450336-230-0071
01

Firm Overview

AUM
$863M
Regulatory assets under management
Employees
19
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Other: FEE FOR MONITORING 3RD PARTY MANAGERS
03

Specialties

Financial PlanningInvestment Management
04

Advisors at TRIAD FINANCIAL ADVISORS, INC.

5 registered advisors
Carter Wisely Leinster
GREENSBORO, North Carolina
David Christopher O'neal
GREENSBORO, North Carolina
Joseph Patrick Carroll
GREENSBORO, North Carolina
Nathaniel Phillip Carswell
GREENSBORO, North Carolina
Patrick Noel Rush
GREENSBORO, North Carolina
05

Office Locations

GREENSBORO, North Carolina
5 advisors

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Data sourced from SEC Form ADV filings. TRIAD FINANCIAL ADVISORS, INC. (CRD# 118583) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.