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Amy Rehn Email
SVP, ADVISORY SERVICES . Triad Advisors
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79Revenue:
$16.6MAbout
Triad Advisors, Inc. is a privately owned, independent Broker-Dealer, Registered Investment Advisor (SEC) and Insurance Agency headquartered in Atlanta, Georgia. We are registered with the National Association of Securities Dealers, Municipal Securities Rulemaking Board, and the Securities Investors Protection Corporation. Presently, Triad has 250 affiliated advisors located in 34 states and over $2.5 billion in customer assets. Brokerage accounts are carried by National Financial Services LLC., a wholly owned subsidiary of Fidelity Investments. Our independent financial advisors are experienced professionals with outstanding reputations in the investment community. Most of our advisors have advanced degrees and certifications including, CFP, CPA, JD, CLU, ChFC, CFA, and are well versed in all aspects of financial, insurance and estate planning. Members of the \"Triad Family\" serve as expert witnesses in securities cases, NASD arbitrators, and are frequently quoted in industry publications.Triad Advisors Address
5155 Peachtree Parkway, Suite 3220Norcross, GA
United States