Walter
Boleman

Triad Advisors LLC

CRD#1336378
Investment Advisor
in Blue Ridge, GA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Walter Boleman is a financial advisor operating in Blue Ridge, Georgia with a total of 11 years of relevant experience. Boleman is on the advisory team at Triad Advisors LLC. Their career trajectory has included roles at Triad Advisors Inc and D2 Investments. Boleman maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Arizona, Florida and Georgia. Triad Advisors LLC is a registered investment company that has its headquarters in Peachtree Corners, GA. It has offices in 75 locations and a total of 1,629 advisors. It has $2 billion in total assets between its 10,769 client accounts, placing it among the largest firms in the United States by assets under management. The firm advises four charitable organizations. Of its 10,769 customer accounts, just 6% are held by high-net-worth investors who have more than $1 million in assets. Triad Advisors LLC 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. Financial management fee schedules typically are based on the type of financial services offered. However, fee types billed by Triad Advisors LLC most likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

Blue Ridge, GA

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Walter Boleman Work History

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

2012 - Present (12 years)

Triad Advisors Inc

2012 - Present (12 years)

D2 Investments

*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 Walter Boleman 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

Jeremy Newton
Peachtree Corners, GA
Donna Litty
Peachtree Corners, GA
Anietie Ijoma
Peachtree Corners, GA
John Clayton
Peachtree Corners, GA
Timothy Sperling
Scottsdale, AZ
Walter Boleman
Blue Ridge, GA
Cynthia Roberson
Peachtree Corners, GA
Raymond Hines
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started