Edward
Campbell
Triad Hybrid Solutions, LLC
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About this Advisor
Edward Campbell is a financial advisor operating in West Chester, Pennsylvania with 2 years of relevant experience. Campbell currently works for Triad Hybrid Solutions, LLC. During their career, Campbell has held roles at Edward L. Campbell & Associates, Inc, National Life, Equity Services, Inc, Minnesota Life, Securian Financial Services Inc, Legacy Planning Partners, East Coast Advisory, Union Benefits Group, Commonwealth Financial Network, Triad Advisors and Triad Hybrid Solutions. Campbell has Series 63 and Series 66 licenses, which qualify them as a securities representative, and can advise clients in Delaware, District Of Columbia, Florida, Maryland, Missouri, New Jersey, Pennsylvania, South Carolina and Virginia. Triad Hybrid Solutions, LLC is a company that has its headquarters in Peachtree Corners, GA. It has offices in 56 locations and a total of 1,748 employees. It manages $5 billion in total assets across its 20,694 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 25 charitable organizations. Of its 20,694 accounts, just 7% are associated with high-net-worth clients who have more than $1 million in investable assets. The company has a number 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 typically depend on which services the firm provides the client. Fees billed by Triad Hybrid Solutions, LLC likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Triad Hybrid Solutions, LLC Brokerage Details
$4,629,147,942
1,748
20,694
$223,695
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
Edward Campbell Work History
Edward has been registered as a financial advisor for 2 years.*
Triad Advisors
Triad Hybrid Solutions
East Coast Advisory
Commonwealth Financial Network
Minnesota Life
Securian Financial Services Inc
Legacy Planning Partners
National Life
Equity Services, Inc
Union Benefits Group
Edward L. Campbell & Associates, 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 Edward Campbell 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 Hybrid Solutions, LLC
New York, NY
Lemoyne, PA
Lemoyne, PA
Peachtree Corners, GA
Lemoyne, PA
Lemoyne, PA
Lemoyne, PA
Lemoyne, PA
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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