Alex
Lewellyn
Triad Advisors LLC
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About this Advisor
Alex Lewellyn is a financial advisor working out of Medford, Oregon, with 1 year of relevant experience. Lewellyn is an advisor for Triad Advisors LLC. The advisor has gained experience at Bluewater Financial, Inc and Triad Advisors, LLC. Lewellyn maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Oregon. Triad Advisors LLC is a registered investment firm based out of Peachtree Corners, GA. It has offices in 75 locations and a total of 1,629 advisors. It oversees $2 billion in assets under management among its 10,769 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves four charities and foundations. Of its 10,769 accounts, just 6% are held by high-net-worth clients who have greater than $1 million in investable assets. Triad Advisors LLC has a wide array of services, such as 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 management fee schedules typically are based on the services. Fee types charged by Triad Advisors LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Triad Advisors LLC Brokerage Details
$2,248,734,411
1,629
10,769
$208,816
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
Alex has been registered as a financial advisor for 1 years.*
Triad Advisors, LLC
Bluewater Financial, Inc
Triad Advisors, LLC
*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 Alex Lewellyn 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
Peachtree Corners, GA
Peachtree Corners, GA
Peachtree Corners, GA
Peachtree Corners, GA
Scottsdale, AZ
Blue Ridge, GA
Mankato, MN
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 profile-compliance@smartasset.com.
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