Gary
Marsh

Triad Advisors LLC

CRD#723206
Investment Advisor
in Jacksonville, FL

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About this Advisor

Gary Marsh is a certified financial planner and chartered financial consultant who works out of Jacksonville, Florida who has 10 years of industry experience. Marsh works at Triad Advisors LLC. During their career, the advisor has held roles at Lincoln Financial Advisors Corporation and Triad Advisors, Inc. Marsh has a Series 63 license, certifying them as a securities representative, and is able to work in California, Colorado, Delaware, Florida, Georgia, Kentucky, Massachusetts, Michigan, Minnesota, Mississippi, Nevada, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, West Virginia and Wisconsin. Triad Advisors LLC is an advisory firm that has its headquarters in Peachtree Corners, GA. The investment advisory business has offices in 75 locations and a total of 1,629 advisors. It manages $2 billion in assets among its 10,769 client accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advisory services to four charitable organizations. Of its 10,769 accounts, just 6% are associated with high-net-worth individuals who have more than $1 million in investable assets. The firm offers a number of services, such as 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. A financial advisor's fee schedules typically vary depending on the financial services provided. However, fees billed by Triad Advisors LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

10 years

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

10245 Centurion Parkway North Suite 108
Jacksonville, FL 32256

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Triad Advisors LLC Brokerage Details

Total Assets Under Management

$2,248,734,411

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

1,629

FL Average: 58
Total Number of Accounts

10,769

FL Average: 1,608
Average Account Size

$208,816

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

Gary Marsh Work History

Gary has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Triad Advisors, Inc

1980 - 2013 (33 years)

Lincoln Financial Advisors Corporation

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Gary Marsh 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

Jeremy Newton
Peachtree Corners, GA
Anietie Ijoma
Peachtree Corners, GA
Donna Litty
Peachtree Corners, GA
Michael Sinclair
Peachtree Corners, GA
Trenton Walsh
North Wilkesboro, NC
Raymond Hines
Waycross, GA
Alex Lewellyn
Medford, OR
John Clayton
Peachtree Corners, GA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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