Craig
Pfau
Triad Advisors LLC
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About this Advisor
Craig Pfau is a financial advisor based in Atlanta, Georgia, working with Triad Advisors LLC. Craig has previously held positions at Lakewater Capital, Bpc Advisors, Carswell Investments, Locust Lane, and Triad Advisors. Craig has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Alabama, Florida, Georgia, Louisiana, New York, North Carolina, and South Carolina. Currently, Craig is part of Triad Advisors LLC, which operates out of Atlanta, Georgia. 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
Services Offered
Fee Structure
Office Location
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Triad Advisors LLC Brokerage Details
$1,106,198,778
2,530
4,228
$261,636
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
Craig Pfau Work History
Triad Advisors
Locust Lane
Carswell Investments
Bpc Advisors
Lakewater Capital
Disclosures
Please visit the SEC profile of Craig Pfau 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
Jacksonville, FL
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
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