Parker
Marsh
Triad Hybrid Solutions, LLC
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About this Advisor
Parker Marsh is a financial advisor based out of Lancaster, Pennsylvania. Marsh is an advisor for Triad Hybrid Solutions, LLC. During their career, the advisor has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Kca Wealth Management, LLC, Keystone Hardscape And Construction, Southeastern University, Harrisburg Area Community College, Lowe'S Companies, Inc, Roundtop Mountain Resort, Gnc, J.W. Cole Financial, Inc, J.W. Cole Advisors, Inc, Waterfront Financial, Regal Wealth Advisors, Triad Advisors and Triad Hybrid Solutions. Marsh has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Delaware, District Of Columbia, New York, Pennsylvania, Texas and Virginia. Triad Hybrid Solutions, LLC is a financial advisory company that has its headquarters in Peachtree Corners, GA. The investment advisory business has offices in 56 locations and a total of 1,748 employees. It handles $5 billion in total assets across its 20,694 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 25 charities and foundations. Of its 20,694 customer accounts, just 7% belong to high-net-worth individuals who have more than $1 million in investable assets. The firm has a broad 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 management fee schedules largely depend on which services are offered. Fees billed by Triad Hybrid Solutions, LLC likely are comprised 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
Parker Marsh Work History
Parker has been registered as a financial advisor for 0 years.*
Triad Advisors
Triad Hybrid Solutions
J.W. Cole Financial, Inc
J.W. Cole Advisors, Inc
Waterfront Financial
Regal Wealth Advisors
J.W. Cole Financial, Inc
J.W. Cole Advisors, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Kca Wealth Management, LLC
Keystone Hardscape And Construction
Keystone Hardscape And Construction
Lowe'S Companies, Inc
Harrisburg Area Community College
Roundtop Mountain Resort
Gnc
Southeastern University
*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 Parker Marsh 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
Lemoyne, PA
Peachtree Corners, GA
Lemoyne, PA
New York, NY
Peachtree Corners, GA
Lemoyne, PA
Appleton, WI
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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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.
