Randall
Martinez

Triad Advisors LLC

CRD#4930351
Investment Advisor
in Atlanta, GA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Randall Martinez is a certified financial planner working out of Atlanta, Georgia with a total of 17 years of industry experience. Martinez currently works for Triad Advisors LLC. They have been employed by Triad Advisors Llc for their complete career. Martinez has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Alabama, Colorado, Florida, Georgia, Illinois, Indiana, Kentucky, Louisiana, Nevada, New Jersey, North Carolina, Ohio, South Carolina, Texas and Virginia. Triad Advisors LLC is a registered investment company operating out of Peachtree Corners, GA. The company has offices in 75 locations and a total of 1,629 advisors. It has $2 billion in assets among its 10,769 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides services to four charities and foundations. Of its 10,769 client accounts, just 6% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Triad Advisors LLC 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. Fees for financial management usually are based on which services the firm provides the client. However, fees billed by Triad Advisors LLC can consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

17 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

4779 South Atlanta Road Se Suite 250
Atlanta, GA 30339

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Triad Advisors LLC Brokerage Details

Total Assets Under Management

$2,248,734,411

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

1,629

GA Average: 58
Total Number of Accounts

10,769

GA Average: 1,608
Average Account Size

$208,816

GA 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

Randall Martinez Work History

Randall has been registered as a financial advisor for 17 years.*

2006 - Present (18 years)

Triad Advisors, Inc

*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 Randall Martinez 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

Donna Litty
Peachtree Corners, GA
Anietie Ijoma
Peachtree Corners, GA
Jeremy Newton
Peachtree Corners, GA
Gregory Kalosieh
Knoxville, TN
Allison Schaberg
Sugar Land, TX
Michael Sinclair
Peachtree Corners, GA
Timothy Sperling
Scottsdale, AZ
Raymond Hines
Waycross, 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started