Christopher
Basque
Triad Advisors LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Christopher Basque is a financial advisor operating out of Peachtree Corners, Georgia with a total of 1 year of relevant experience. Basque is currently employed by Triad Advisors LLC. Their career trajectory has included roles at Invest Financial Corp, Charles Schwab & Co., Inc, Miracle Mile Advisors, LLC, Manpower (Ernst & Young Investment Advisors), Morgan Stanley, Raymond James Financial Services Advisors Inc, Usaa Financial Advisors Inc, Fidelity Investments, Triad Advisors LLC, Usaa Investment Management Company, Strategic Staffing Solutions, Veritude and Assetmark Brokerage, LLC. Basque has Series 63 and Series 66 licenses, qualifying them as a securities representative, and is registered to work in Georgia. Triad Advisors LLC is a firm that has its headquarters in Peachtree Corners, GA. The firm has offices in 75 locations and a total of 1,629 people on staff. It handles $2 billion in total assets among its 10,769 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises four charitable organizations. Of its 10,769 client accounts, just 6% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Triad Advisors LLC provides a wide range of services, including 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. Financial management fee schedules usually vary depending on which services the firm provides the client. Fee types billed by Triad Advisors LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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
$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
Christopher Basque Work History
Christopher has been registered as a financial advisor for 1 years.*
Triad Advisors LLC
Fidelity Investments
Usaa Financial Advisors Inc
Charles Schwab & Co., Inc
Usaa Investment Management Company
Strategic Staffing Solutions
Assetmark Brokerage, LLC
Veritude
Raymond James Financial Services Advisors Inc
Manpower (Ernst & Young Investment Advisors)
Morgan Stanley
Invest Financial Corp
Miracle Mile Advisors, LLC
Charles Schwab & Co., 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 Christopher Basque 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
Blue Ridge, GA
Peachtree Corners, GA
Mankato, MN
Scottsdale, AZ
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.
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.
