Triad Advisors LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Andrew Payne is a financial advisor working in Boone, North Carolina who has 2 years of industry experience. Payne is on the advisory team at Triad Advisors LLC. Payne has gained experience at Andrew Payne Photography, Payne Agency, Triad Advisors, Inc, Executive Financial Resources, Inc and Payne Financial Services, Inc. Payne maintains Series 63 and Series 66 licenses, which qualify them as a securities representative, and is able to operate in North Carolina. Triad Advisors LLC is an advisory firm operating out of Peachtree Corners, GA. The firm has offices in 75 locations and a total of 1,629 advisors. It has $2 billion in assets under management among its 10,769 accounts, making it one of the biggest firms in the country by assets under management. The firm advises four charities and foundations. Of its 10,769 client accounts, just 6% belong to high-net-worth investors who have at least $1 million in assets. Triad Advisors LLC provides a number 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 usually are based on which services the firm provides the client. Fees charged by Triad Advisors LLC likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
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
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
Andrew Payne Work History
Andrew has been registered as a financial advisor for 2 years.*
Payne Financial Services, Inc
Triad Advisors, Inc
Executive Financial Resources,Inc
Andrew Payne Photography
*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.
Please visit the SEC profile of Andrew Payne 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
Blue Ridge, GA
North Wilkesboro, NC
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 firstname.lastname@example.org.
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.