Alex
Lewellyn
Triad Advisors LLC
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About this Advisor
Alex Lewellyn is a financial advisor based in Medford, Oregon, working with Triad Advisors LLC. Alex has previously held positions at Bluewater Financial, Inc and Triad Advisors, LLC. Alex has passed the Series 66 regulatory exam and is registered to provide services in Oregon. Currently, Alex is part of Triad Advisors LLC, which operates out of Medford, Oregon. 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
Services Offered
Fee Structure
Office Location
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Triad Advisors LLC Brokerage Details
$1,106,198,778
2,530
4,228
$261,636
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
Alex Lewellyn Work History
Triad Advisors, LLC
Bluewater Financial, Inc
Triad Advisors, LLC
Disclosures
Please visit the SEC profile of Alex Lewellyn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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