Randall
Martinez

Triad Advisors LLC

CRD#4930351
Investment Advisor
in Atlanta, GA
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About this Advisor

Randall Martinez is a certified financial planner working out of Atlanta, Georgia, who has 12 years in the industry. Martinez is an employee of Triad Advisors LLC. They have been with Triad Advisors Llc for their whole career. Martinez has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Alabama, Florida, Georgia, Louisiana, New Jersey, North Carolina, Virginia, Colorado, Illinois, Indiana and Texas. Triad Advisors LLC is a financial advisory company headquartered in Atlanta, Georgia. The investment advisory business has offices in 125 locations and a total of 208 people on staff. It oversees $808 million in total assets among its 2,908 accounts, placing it among the larger financial advisory firms in the United States by assets under management. Of its 2,908 accounts, just 7% are associated with high-net-worth individuals who have at least $1 million in assets. The company provides a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. Fees for financial management largely depend on the financial services. Fee types charged by Triad Advisors LLC most likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

12 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, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

4779 South Atlanta Road Se Suite 250
Atlanta, GA 30339

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Triad Advisors LLC Brokerage Details

Total Assets Under Management

$920,995,833

GA Average: $3,570,121,308
Total Number of Employees

199

GA Average: 58
Total Number of Accounts

3,342

GA Average: 1,608
Average Account Size

$275,582

GA Average: $2,220,225

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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
  • Publication of periodicals or newsletters

Randall Martinez Work History

Randall has 12 years of experience.

2006 - Present (13 years)

Triad Advisors, Inc

Disclosures

Randall Martinez has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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