Triad Management Offers a Wealth of Experience
Our unwavering commitment to providing timely, efficient service is the foundation of our management team. Experience is the key ingredient, not only in our success, but in our ability to effectively satisfy the needs of our advisors who have put their faith in us as their broker-dealer partner.
The founders of Triad have a combined 85 years of industry experience. Our management team averages 17 years experience and, in addition to each being fully securities licensed, many hold professional designations such as Certified Financial Planner (CFP) and Certified Public Account (CPA). Our principals also serve as expert witnesses in securities cases.
We have built an environment that preaches honest and open communication between advisors and home office staff. We welcome feedback and take criticism constructively. In an industry of constant change, we are continuously developing our people and improving our systems to better serve our advisors.