Christopher
Strickland

Triad Advisors LLC

CRD#6963712
Investment Advisor
in Orlando, FL

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About this Advisor

Christopher Strickland is a financial advisor based in Orlando, Florida, working with Triad Advisors LLC. Christopher has previously held positions at Axa Advisors, LLC, Under Armour, Lacoste, Equitable Advisors, LLC, and Triad Advisors. Christopher has passed the Series 66 regulatory exam and is registered to provide services in Florida and Massachusetts. Currently, Christopher is part of Triad Advisors LLC, which operates out of Orlando, Florida. The firm has 80 offices and 2,530 employees. The firm manages assets totaling $1.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Triad Advisors LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3300 S. Hiawassee Road Suite 103
Orlando, FL 32835

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Triad Advisors LLC Brokerage Details

Total Assets Under Management

$1,106,198,778

FL Average: $3,570,121,308
Total Number of Employees

2,530

FL Average: 58
Total Number of Accounts

4,228

FL Average: 1,608
Average Account Size

$261,636

FL Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Christopher Strickland Work History

2022 - Present (2 years)

Triad Advisors

2018 - 2020 (2 years)

Axa Advisors, LLC

2018 - 2021 (3 years)

Equitable Advisors, LLC

2015 - 2018 (3 years)

Under Armour

2010 - 2015 (5 years)

Lacoste

Disclosures

Please visit the SEC profile of Christopher Strickland to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Triad Advisors, LLC

Michael Gatti
Atlanta, GA
Michelle Morris
Atlanta, GA
Ryan Marsh
Jacksonville, FL
Donna Litty
Atlanta, GA
Jory Head
Atlanta, GA
Benjamin Bernard
Mankato, MN
Bruce Larsen
Atlanta, GA
Jeena Patel
Atlanta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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