Raymond
Hines
Triad Advisors LLC
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About this Advisor
Raymond Hines is a certified financial planner operating out of Waycross, Georgia who has 11 years of relevant experience. Hines currently works for Triad Advisors LLC. Throughout their career, they have worked at Triad Advisors Inc and Hines Capital. Hines holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and is registered to serve investors in California, Florida, Georgia and Texas. Triad Advisors LLC is a company based in Peachtree Corners, GA. The company has offices in 75 locations and a total of 1,629 financial advisors. It administers $2 billion in assets among its 10,769 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides services to four charitable organizations. Of its 10,769 client accounts, just 6% belong to high-net-worth investors who have more than $1 million in assets. The firm offers a number 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 educational seminars. A financial advisor's fee schedules usually vary depending on which service is offered. However, fee types billed by Triad Advisors LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Triad Advisors LLC Brokerage Details
$2,248,734,411
1,629
10,769
$208,816
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
Raymond Hines Work History
Raymond has been registered as a financial advisor for 11 years.*
Triad Advisors Inc
Hines Capital
*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 Raymond Hines 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
Peachtree Corners, GA
Peachtree Corners, GA
Peachtree Corners, GA
Peachtree Corners, GA
Scottsdale, AZ
Peachtree Corners, GA
Sugar Land, TX
Waycross, 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.
