Gerald
Nackers
Triad Hybrid Solutions, LLC
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About this Advisor
Gerald Nackers is a financial advisor who works out of Peachtree Corners, Georgia with a total of 3 years of industry experience. Nackers works at Triad Hybrid Solutions, LLC. Over the course of their career, they have held roles at Oarsman Capital Inc and Triad Advisors, Inc. Nackers has a Series 63 license, qualifying them as a securities representative, and can advise clients in Arkansas, California, Florida, Georgia, Indiana, Louisiana, Minnesota, New Mexico, North Carolina, Ohio, South Dakota, Texas, Wisconsin and Wyoming. Triad Hybrid Solutions, LLC is a registered investment company based out of Peachtree Corners, GA. The company has offices in 56 locations and a total of 1,748 people on staff. It administers $5 billion in assets among its 20,694 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 25 charities and foundations. Of its 20,694 accounts, just 7% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm performs 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. A financial advisor's fee schedules depend on which services the firm provides the client. Fees billed by Triad Hybrid Solutions, LLC can be comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Triad Hybrid Solutions, LLC Brokerage Details
$4,629,147,942
1,748
20,694
$223,695
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
Gerald Nackers Work History
Gerald has been registered as a financial advisor for 3 years.*
Triad Advisors, Inc
Oarsman Capital 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 Gerald Nackers 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 Hybrid Solutions, LLC
Lemoyne, PA
Peachtree Corners, GA
New York, NY
Appleton, WI
Lemoyne, PA
Lemoyne, PA
Lemoyne, PA
Peachtree Corners, 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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