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Thank you for your interest in Triad Advisors. To help us efficiently handle your request for information, we ask that you complete the following questions:

Name
Address
 
City
State
Zip
Email
Phone
Current Broker/Dealer Name
What was your gross dealer production in the last 12 months?
Please note: Triad has a minimum production requirement of $100,000
What is the dollar value of your total assets under management?
Are you currently serving as an OSJ Office?
 Yes No
What licenses and/or designations do you currently hold?
 Series 6 Series 7 Series 24 or 8 Series 65 CFP CPA Not Currently Licensed
Do you have your own Registered Investment Advisor (RIA)?
 Yes No
Please briefly describe your current business model or focus.
Please use the space below for any questions or comments.
How did you hear about us?
If, referred please specify.
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