Triad Advisors LLC

Investment Advisor
in Charlotte, NC
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About this Advisor

William Herford is a financial advisor in Charlotte, North Carolina. Currently a registered financial advisor at Triad Advisors LLC, Herford has 11 years of experience in the financial advisory industry. Herford has Series 63 and Series 66 licenses, designating them as a securities agent. Herford is able to work with investors in California, North Carolina, South Carolina, Virginia and Florida. During their career, the advisor has held roles at Triad Advisors, Inc and New England Securities. Triad Advisors LLC is based out of Charlotte, North Carolina, and operates out of 125 offices throughout the country. In total, Triad Advisors LLC oversees $808 million in assets dispersed across 2,908 client accounts and retains more than 208 people. The level of assets currently under the firm's management places it among the larger firms in the United States. The firm manages 1,379 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 7% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Triad Advisors LLC can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Consultant

Years of Experience

11 years

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, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees



Office Location

3420 Toringdon Way Suite 100
Charlotte, NC 28277

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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

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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
  • Publication of periodicals or newsletters

William Herford Work History

William has 11 years of experience.

2014 - Present (5 years)

Triad Advisors, Inc

2007 - 2014 (7 years)

New England Securities


William Herford has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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