Valerie
Roque
Triad Hybrid Solutions, LLC
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About this Advisor
Valerie Roque is a certified financial planner operating in Houston, Texas with 4 years of relevant experience. Roque is an employee of Triad Hybrid Solutions, LLC. Throughout their career, Roque has worked at Triad Advisors Inc, The Robare Group, LTD, Texas A&M University, Northwestern Mutual, Pete Dailey & Associates, Cinco Ranch High School, Lifetime Fitness, Triad Hybrid Solutions and Triad Advisors. Roque holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Texas. Triad Hybrid Solutions, LLC is a registered investment business that has its headquarters in Peachtree Corners, GA. The company has offices in 56 locations and a total of 1,748 people on staff. It has $5 billion in assets across its 20,694 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 25 charities and foundations. Of its 20,694 client accounts, just 7% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Triad Hybrid Solutions, LLC provides 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. Fees charged by financial advisors typically are based on the type of financial services offered. Fees charged by Triad Hybrid Solutions, LLC likely include 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
Valerie Roque Work History
Valerie has been registered as a financial advisor for 4 years.*
Triad Advisors
Triad Hybrid Solutions
The Robare Group, LTD
Triad Advisors Inc
Northwestern Mutual
Pete Dailey & Associates
Texas A&M University
Lifetime Fitness
Cinco Ranch High School
*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 Valerie Roque 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
New York, NY
Appleton, WI
Lemoyne, PA
Lemoyne, PA
Peachtree Corners, GA
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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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.
