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Home > Financial Services > Stock Brokers > Triad Advisors, Inc.

Triad Advisors, Inc.

Triad Advisors is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.

The opportunity to make your own decisions about your business and offer the solutions that are best for your clients. At Triad Advisors, they are reminded every day why their financial advisors went independent, because they expect and receive the flexibility and responsive support to run their business their way. As a privately held independent broker dealer, they work with their advisors to develop long term relationships that fit their business model.

The investment advisory services offered by Triad Advisors are structured to be the most competitive, flexible and innovative programs available in the industry. Whether managing client assets yourself or turning investments management over to a third party manager, they have the structure in place to help you retain and grow your fee based assets.

As the industry continues to shift to a fee based model, their advisors are ideally positioned to meet the increasing demands of their clients. Consider the benefits of a fee based business model reduce the potential conflict of interest in client accounts, build a consistent, recurring revenue stream, unaffected by transaction activity, increase the market value of your investment practice and increase your average account size. Assets in fee accounts tend to be larger and more stable, work less, make more and better serve your client's interests.

Today’s clients are looking for a financial advisor that can not only help them plan and grow their wealth, but also deliver trust and estate solutions. As part of their business model to provide their advisors with the best possible resources to serve the affluent market, they have partnered with Premier Trust of Nevada. As an integral part of their wealth management menu, Premier Trust offers their advisors comprehensive estate planning solutions such as asset protection trusts, dynasty and insurance trusts, corporate trust services and legal assistance.

As a nationally recognized broker dealer for fee based business, they recognize the value of building a fee based investment practice. They will provide you with customized, personal support to either convert from a commission based structure or to expand your existing fee based business.

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