Triad Advisors LLC

Investment Advisor
in North Wilkesboro, NC

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About this Advisor

Trenton Walsh is a financial advisor working out of North Wilkesboro, North Carolina. Walsh is currently employed by Triad Advisors LLC. During their career, Walsh has held roles at Triad Advisors, Lakewood, Cub Creek Kitchens And Baths and Full-Time Education. Walsh holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Alabama, Arizona, North Carolina and South Carolina. Triad Advisors LLC is an advisory firm operating out of Peachtree Corners, GA. It has offices in 75 locations and a total of 1,629 employees. It administers $2 billion in total assets across its 10,769 customer accounts, making it one of the largest firms in the United States by assets under management. The firm serves four charitable organizations. Of its 10,769 accounts, just 6% are associated with high-net-worth clients who have at least $1 million in investable assets. Triad Advisors LLC performs 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 advisory fee schedules typically depend on the services offered. Fees billed by Triad Advisors LLC most likely consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

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

85A Boone Trail
North Wilkesboro, NC 28659

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Triad Advisors LLC Brokerage Details

Total Assets Under Management


NC Average: $3,570,121,308
Total Number of Employees


NC Average: 58
Total Number of Accounts


NC Average: 1,608
Average Account Size


NC 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

Trenton Walsh Work History

Trenton has been registered as a financial advisor for 0 years.*

2020 - Present (4 years)

Triad Advisors

2018 - 2020 (2 years)


2016 - 2022 (6 years)

Cub Creek Kitchens And Baths

2012 - 2016 (4 years)

Full-Time Education

*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 Trenton Walsh 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

Donna Litty
Peachtree Corners, GA
Anietie Ijoma
Peachtree Corners, GA
Jeremy Newton
Peachtree Corners, GA
Timothy Sperling
Scottsdale, AZ
Deborah Lewis
Blue Ridge, GA
Alex Lewellyn
Medford, OR
Raymond Hines
Waycross, GA
John Clayton
Peachtree Corners, 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

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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.

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