James
Foote
Triad Hybrid Solutions, LLC
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About this Advisor
James Foote is a financial advisor operating out of Lancaster, Pennsylvania. Foote is an employee of Triad Hybrid Solutions, LLC. During their career, Foote has held roles at American United Life, Oneamerica Securities, Triad Hybrid Solutions, Triad Advisors and Retirewell Administrators, Inc. Foote holds Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in New Jersey and Pennsylvania. Triad Hybrid Solutions, LLC is a registered investment company operating out of Peachtree Corners, GA. The firm has offices in 56 locations and a total of 1,748 people on staff. It has $5 billion in assets under management across its 20,694 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 25 charitable organizations. Of its 20,694 accounts, just 7% belong to high-net-worth clients who have greater than $1 million in investable assets. The company provides a diverse set 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 advisory fees usually vary depending on which service is provided. Fees charged by Triad Hybrid Solutions, LLC likely are comprised of any combination 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
James Foote Work History
James has been registered as a financial advisor for 0 years.*
Triad Hybrid Solutions
Triad Advisors
Retirewell Administrators, Inc
Oneamerica Securities
American United Life
*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 James Foote 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
Peachtree Corners, GA
Lemoyne, PA
Lemoyne, PA
Lemoyne, PA
Peachtree Corners, GA
Appleton, WI
New York, NY
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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