Alyce
Phinney
Triad Hybrid Solutions, LLC
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About this Advisor
Alyce Phinney is a financial advisor operating out of Vienna, Virginia with 2 years of industry experience. Phinney currently works for Triad Hybrid Solutions, LLC. Their career trajectory has included roles at Neiman Marcus, Argent Bridge Advisors, Triad Advisors and Triad Hybrid Solutions. Phinney maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Arizona, California, Colorado, District Of Columbia, Florida, Georgia, Hawaii, Indiana, Kansas, Louisiana, Maryland, Massachusetts, Missouri, New York, North Carolina, Ohio, Rhode Island, South Carolina, Texas and Virginia. Triad Hybrid Solutions, LLC is a registered investment company that has its headquarters in Peachtree Corners, GA. The firm has offices in 56 locations and a total of 1,748 employees. It controls $5 billion in assets under management between its 20,694 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 25 charitable organizations. Of its 20,694 accounts, just 7% belong to high-net-worth clients who have more than $1 million in investable assets. The company provides a number 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. A financial advisor's fees are based on the services offered. Fee types charged 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
Alyce Phinney Work History
Alyce has been registered as a financial advisor for 2 years.*
Argent Bridge Advisors
Triad Advisors
Triad Hybrid Solutions
Neiman Marcus
*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 Alyce Phinney 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
Lemoyne, PA
Lemoyne, PA
Peachtree Corners, GA
Appleton, WI
Lemoyne, PA
Peachtree Corners, GA
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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