Triad Financial Advisors Inc
Legal Name: TRIAD FINANCIAL ADVISORS, INC.
Full Contact Details
Triad Financial Advisors Inc
3623 N. ELM STREET, SUITE 102, GREENSBORO, NC
336-230-0071
336-230-0075
Other Info
Triad Financial Advisors Inc is a North Carolina corporation with 13 employees, all of whom serve in advisory roles. While the number of clients it serves is unknown, the firm is SEC-approved and has been registered since January 2, 2015.
Triad Financial Advisors
A financial advisor you can trust! As fee-only independent advisors we always act in your best interest, not just when it’s convenient for us.
Triad Financial Advisors
A financial advisor you can trust! As fee-only independent advisors we always act in your best interest, not just when it’s convenient for us.
Direct Owners
-
CARTER WISELY LEINSTER
PRESIDENT owns less than 5%
-
JOSEPH PATRICK CARROLL
CHIEF INVESTMENT OFFICER owns less than 5%
-
PATRICK NOEL RUSH
CEO, CHIEF COMPLIANCE OFFICER owns 75% or more
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