William
Mcgoldrick
Triad Advisors LLC
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About this Advisor
William Mcgoldrick is a certified financial planner working out of Marietta, Georgia with 4 years of industry experience. Mcgoldrick is an employee of Triad Advisors LLC. The advisor has gained experience at Mcgoldrick & Company, Cpa, CFP®, Triad Advisors, Inc, Vining Financial and Wealth And Pension Services Group Inc. Mcgoldrick holds a Series 63 license, qualifying them as a securities broker, and can operate in Georgia and Virginia. Triad Advisors LLC is a financial advisory firm based in Peachtree Corners, GA. The investment advisory business has offices in 75 locations and a total of 1,629 financial advisors. It oversees $2 billion in assets between its 10,769 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises four charitable organizations. Of its 10,769 customer accounts, just 6% belong to high-net-worth clients who have greater than $1 million in assets. Triad Advisors LLC provides a broad assortment 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 charged by financial advisors largely vary depending on which services the firm provides the client. Fees billed by Triad Advisors LLC can 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
William Mcgoldrick Work History
William has been registered as a financial advisor for 4 years.*
Wealth And Pension Services Group Inc
Triad Advisors, Inc
Vining Financial
Mcgoldrick & Company, Cpa, CFP®
*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 William Mcgoldrick 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
Medford, OR
North Wilkesboro, NC
Knoxville, TN
Peachtree Corners, GA
Clear Water, FL
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.
