Kenneth
Patton
Triad Advisors LLC
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About this Advisor
Kenneth Patton is a financial advisor based out of Orlando, Florida with 13 years of industry experience. Patton currently works for Triad Advisors LLC. Over the course of their career, Patton has held roles at Kenneth W. Patton Cpa, Pa and Triad Advisors, Inc. Patton holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida, North Carolina and Virginia. Triad Advisors LLC is a registered investment business that has its headquarters in Peachtree Corners, GA. The company has offices in 75 locations and a total of 1,629 financial advisors. It has $2 billion in assets under management between its 10,769 customer accounts, placing it among the largest firms in the United States by assets under management. The firm advises four charities and foundations. Of its 10,769 client accounts, just 6% belong to high-net-worth clients who have more than $1 million in assets available to invest. Triad Advisors LLC has 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. Fees charged by financial advisors depend on which services the firm provides the client. Fee types billed by Triad Advisors LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Triad Advisors LLC Brokerage Details
$2,248,734,411
1,629
10,769
$208,816
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
Kenneth Patton Work History
Kenneth has been registered as a financial advisor for 13 years.*
Triad Advisors, Inc
Kenneth W. Patton Cpa, Pa
*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 Kenneth Patton 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
Peachtree Corners, GA
Peachtree Corners, GA
Peachtree Corners, GA
Peachtree Corners, GA
Blue Ridge, GA
Scottsdale, AZ
Clear Water, FL
Knoxville, TN
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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