General Info

Founded in 1998, Triad Advisors Inc. operates as a broker/dealer, SEC registered investment advisor, and insurance agency. The services offered by this company include investment management, insurance solutions, banking services, trust and estate planning, etc. Triad Advisors Inc. has partnered with registered investment advisors (RIAs) and National Financial, a provider of clearing, custody and technology for quality broker/dealers. It operates with 375 representatives and advisors in 37 states, servicing more than $9.5 billion in client assets. The company delivers continuing education and training for itd advisor partners through Triad University. Triad Advisors Inc. operates with a staff of 43 home-office staff members.