Kaitlyn
Lingard
Triad Financial Advisors, Inc
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About this Advisor
Kaitlyn Lingard is a certified financial planner based out of Greensboro, North Carolina with 1 year of relevant experience. Lingard is currently employed by Triad Financial Advisors, Inc. Over the course of their career, they have held roles at Triad Financial Advisors, Lees At Depot, Western Carolina University, Fellowship Farm and Greensboro Day School. Lingard is registered to serve investors in North Carolina. Triad Financial Advisors, Inc is a registered investment business that has its headquarters in Greensboro, NC. It controls $863 million in assets between its 2,470 customer accounts, placing it among the larger firms in the United States by assets under management. The firm advises one charitable organizations. Of its 2,470 accounts, 41% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm has a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial management fee schedules vary depending on which service is provided. However, fees charged by Triad Financial Advisors, Inc can be comprised of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Triad Financial Advisors, Inc Brokerage Details
$863,132,435
19
2,470
$349,446
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Kaitlyn Lingard Work History
Kaitlyn has been registered as a financial advisor for 1 years.*
Triad Financial Advisors
Lees At Depot
Western Carolina University
Fellowship Farm
Greensboro Day School
*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 Kaitlyn Lingard 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 Financial Advisors, Inc
Greensboro, NC
Greensboro, NC
Greensboro, NC
Greensboro, NC
Greensboro, NC
Greensboro, NC
Greensboro, NC
Greensboro, 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 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.
