Alex
Lewellyn

Triad Advisors LLC

CRD#6031938
Investment Advisor
in Medford, OR

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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

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

714 Cardley Ave
Medford, OR 97504

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Triad Advisors LLC Brokerage Details

Total Assets Under Management

$1,106,198,778

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

2,530

OR Average: 58
Total Number of Accounts

4,228

OR Average: 1,608
Average Account Size

$261,636

OR 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

Alex Lewellyn Work History

2022 - Present (2 years)

Triad Advisors, LLC

2012 - Present (12 years)

Bluewater Financial, Inc

2012 - Present (12 years)

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.

Financial Advisors at Triad Advisors, LLC

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