James
Gray
Triad Hybrid Solutions, LLC
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About this Advisor
James Gray is a financial advisor who works in Peachtree Corners, Georgia who has 1 year of industry experience. Gray currently works for Triad Hybrid Solutions, LLC. During their career, Gray has held roles at University Of Louisville Golf Club, Valhalla Golf Club, College Western Kentucky University, Ups, Lost Creek Ranch, Money Concepts Bluegrass Region Intern, United Furniture, Legacy Consulting Group, Money Concepts Capital Corp, Student, Triad Advisors and Triad Hybrid Solutions. Gray maintains Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Kentucky. Triad Hybrid Solutions, LLC is a company that has its headquarters in Peachtree Corners, GA. The investment advisory business has offices in 56 locations and a total of 1,748 people on staff. It has $5 billion in total assets between its 20,694 customer accounts, making it one of the largest firms in the country by assets under management. The firm serves 25 charitable organizations. Of its 20,694 customer accounts, just 7% are held by high-net-worth investors who have more than $1 million in assets. Triad Hybrid Solutions, LLC offers a diverse 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. Fees for financial advice typically are based on the financial services. Fee types billed by Triad Hybrid Solutions, LLC may include 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
James Gray Work History
James has been registered as a financial advisor for 1 years.*
Triad Hybrid Solutions
Triad Advisors
Legacy Consulting Group
United Furniture
Money Concepts Capital Corp
Money Concepts Bluegrass Region Intern
Lost Creek Ranch
College Western Kentucky University
Ups
Valhalla Golf Club
University Of Louisville Golf Club
Student
*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 James Gray 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
Appleton, WI
New York, NY
Lemoyne, PA
Lemoyne, PA
Lemoyne, PA
Peachtree Corners, GA
Lemoyne, PA
Lemoyne, PA
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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