Deborah
Lewis

Triad Advisors LLC

CRD#1536877
Investment Advisor
in Blue Ridge, GA

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About this Advisor

Deborah Lewis is a certified financial planner operating in Blue Ridge, Georgia who has 11 years of industry experience. Lewis is an employee of Triad Advisors LLC. Lewis has gained experience at Triad Advisors Inc and D2 Investments. Lewis holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Arizona, Colorado, Florida, Georgia and Maine. Triad Advisors LLC is a financial advisory company 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 controls $2 billion in total assets between its 10,769 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves four charities and foundations. Of its 10,769 client accounts, just 6% are associated with high-net-worth clients who have greater than $1 million in investable assets. The firm has a number 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 advisory fee schedules typically vary depending on which services are provided. Fees charged by Triad Advisors LLC most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

11 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

Blue Ridge, GA

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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

Deborah Lewis Work History

Deborah has been registered as a financial advisor for 11 years.*

2012 - Present (12 years)

Triad Advisors Inc

2012 - Present (12 years)

D2 Investments

*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 Deborah Lewis 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
Jeremy Newton
Peachtree Corners, GA
Anietie Ijoma
Peachtree Corners, GA
Deborah Lewis
Blue Ridge, GA
John Clayton
Peachtree Corners, GA
Alex Lewellyn
Medford, OR
Kimberly Cole
Peachtree Corners, GA
Walter Boleman
Blue Ridge, 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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