Earl
Brooks
Triad Advisors LLC
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About this Advisor
Earl Brooks is a certified financial planner who works in Peachtree Corners, Georgia who has 14 years of industry experience. Brooks is on the advisory team at Triad Advisors LLC. They have worked at Triad Advisors Llc for the entirety of their career. Brooks holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Ohio and Pennsylvania. Triad Advisors LLC is a firm based out of Peachtree Corners, GA. The investment advisory business has offices in 75 locations and a total of 1,629 people on staff. It has $2 billion in assets between its 10,769 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to four charitable organizations. Of its 10,769 client accounts, just 6% belong to high-net-worth individuals who have more than $1 million in investable assets. Triad Advisors LLC offers a diverse array of services, including 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 fees largely depend on which services the firm provides the client. Fees billed by Triad Advisors LLC likely include some combination of 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
Earl Brooks Work History
Earl has been registered as a financial advisor for 14 years.*
Triad Advisors, Inc
*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 Earl Brooks 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
Blue Ridge, GA
Sugar Land, TX
North Wilkesboro, NC
Knoxville, TN
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
