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 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

Series 66

Years Registered*

1 year

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

$2,248,734,411

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

1,629

OR Average: 58
Total Number of Accounts

10,769

OR Average: 1,608
Average Account Size

$208,816

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

Alex has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Triad Advisors, LLC

2012 - Present (12 years)

Bluewater Financial, Inc

2012 - Present (12 years)

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

Donna Litty
Peachtree Corners, GA
Jeremy Newton
Peachtree Corners, GA
Anietie Ijoma
Peachtree Corners, GA
Deborah Lewis
Blue Ridge, GA
Alex Lewellyn
Medford, OR
Raymond Hines
Waycross, GA
Allison Schaberg
Sugar Land, TX
Kimberly Cole
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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