John
Clayton

Triad Advisors LLC

CRD#2193117
Investment Advisor
in Peachtree Corners, GA

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About this Advisor

John Clayton is a financial advisor operating in Peachtree Corners, Georgia who has 11 years of relevant experience. Clayton is an advisor for Triad Advisors LLC. They have spent all of their career at Triad Advisors Llc. Clayton holds Series 63 and Series 66 licenses, certifying them as a securities agent, and can serve investors in Georgia. Triad Advisors LLC is an advisory business based out of Peachtree Corners, GA. It has offices in 75 locations and a total of 1,629 advisors. It administers $2 billion in assets among its 10,769 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides services to four charities and foundations. Of its 10,769 customer accounts, just 6% are held by high-net-worth clients who have at least $1 million in assets. Triad Advisors LLC provides a wide array 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 fees largely vary depending on the services provided. Fees billed by Triad Advisors LLC likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

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

5155 Peachtree Parkway Suite 3220
Peachtree Corners, GA 30092

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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

John Clayton Work History

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

2012 - Present (12 years)

Triad Advisors, 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 John Clayton 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
Gregory Kalosieh
Knoxville, TN
Kristen Tricarico
Clear Water, FL
Alex Lewellyn
Medford, OR
Walter Boleman
Blue Ridge, GA
Deborah Lewis
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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