Trenton
Walsh

Triad Advisors LLC

CRD#7256886
Investment Advisor
in North Wilkesboro, NC

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About this Advisor

Trenton Walsh is a financial advisor based in North Wilkesboro, North Carolina, working with Triad Advisors LLC. Trenton has previously held positions at Triad Advisors, Lakewood, Cub Creek Kitchens And Baths, and Full-Time Education. Trenton has passed the Series 66 regulatory exam and is registered to provide services in Arizona and North Carolina. Currently, Trenton is part of Triad Advisors LLC, which operates out of North Wilkesboro, North Carolina. The firm has 80 offices and 2,530 employees. The firm manages assets totaling $1.1 billion and serves high-net-worth clients. The services offered by the firm include 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. The fee structure at Triad Advisors LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

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

$1,106,198,778

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

2,530

NC Average: 58
Total Number of Accounts

4,228

NC Average: 1,608
Average Account Size

$261,636

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

2020 - Present (5 years)

Triad Advisors

2018 - 2020 (2 years)

Lakewood

2016 - 2022 (6 years)

Cub Creek Kitchens And Baths

2012 - 2016 (4 years)

Full-Time Education

Created with Highcharts 6.0.7

Disclosures

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

Andrew Morris
Atlanta, GA
Michelle Morris
Atlanta, GA
Jeena Patel
Atlanta, GA
Benjamin Bernard
Mankato, MN
Ryan Marsh
Jacksonville, FL
Michael Gatti
Atlanta, GA
Jory Head
Atlanta, GA
Bruce Larsen
Atlanta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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