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Nov 07, 2017, 08:00 ET Triad Advisors Welcomes GCG Financial To Platform

Triad Advisors, Inc. ("Triad" or "the Firm"), the leading independent advisory and brokerage firm supporting independent hybrid financial advisors...

Sep 25, 2017, 09:00 ET Triad Advisors Raises Over $36,000 For One Summit At Annual National Conference

Triad Advisors, Inc., the independent broker-dealer focused on hybrid advisors, today announced it raised more than $36,000 for One Summit at its...

Sep 06, 2017, 09:00 ET Triad Advisors Commences 20th Annual National Advisor Conference In La Jolla, California

Triad Advisors, Inc., the independent broker-dealer focused on hybrid advisors, today announced the launch of its 20th annual National Conference in...

Aug 03, 2017, 09:00 ET Triad Advisors Recruits Claris Financial To Broker-Dealer And Hybrid RIA Custodial Platforms

Triad Advisors, Inc. ("Triad" or "the Firm"), the leading independent broker-dealer supporting independent hybrid financial advisory practices and...

Jun 08, 2017, 09:00 ET Triad Advisors Announces Veteran Compliance Executive Bernie Breton Has Joined Company As Chief Compliance Officer

Triad Advisors, Inc., the hybrid advisor-focused independent broker-dealer, today announced that respected industry executive Bernie Breton has...

Mar 16, 2017, 09:00 ET Triad Advisors Welcomes Legacy Wealth Partners To Its Hybrid Advisor Broker-Dealer Platform

Triad Advisors, Inc., the hybrid advisor-focused independent broker-dealer, today announced that Legacy Wealth Partners ("Legacy") has transitioned...

Feb 23, 2017, 08:00 ET Triad Advisors Welcomes Resources Investment Advisors To Broker-Dealer And Custodial Platform

Triad Advisors, Inc., the hybrid advisor-focused independent broker-dealer, today announced that it has recruited Resources Investment Advisors onto...

Feb 06, 2017, 08:00 ET Triad Advisors Successfully Concludes 13th Annual Alternative Investments Conference In Las Vegas, Nevada

Triad Advisors, Inc., today announced that it hosted its 13th annual Alternative Investments Conference from February 2 – 4, 2017. The conference...

Nov 09, 2016, 09:00 ET Triad Advisors Announces That Industry Veteran Mary Flatley Has Joined Company As Vice President, Advisory Services

Triad Advisors, Inc., the hybrid advisor-focused independent broker-dealer, today announced that respected industry executive Mary Flatley has joined ...

Oct 04, 2016, 09:00 ET Triad Advisors Raises Over $45,000 For Operation FINALLY HOME At National Conference

Triad Advisors, Inc., the hybrid advisor-focused independent broker-dealer, today announced that it raised more than $45,000 for Operation FINALLY...

Sep 22, 2016, 09:00 ET Triad Advisors Facilitates Merger Between Summit Financial Consultants And Sorensen Wealth Management

Triad Advisors, Inc. today announced that Summit Financial Consultants and Sorensen Wealth Management, two independent hybrid registered investment...

Sep 07, 2016, 09:00 ET Triad Advisors Kicks Off 19th Annual National Conference In Austin, Texas

Triad Advisors, Inc., the hybrid advisor-focused independent broker-dealer, today announced the launch of its 19th annual National Conference in...

Aug 25, 2016, 09:00 ET Triad Advisors Welcomes Head Investment Partners To Its Broker-Dealer And Triad Hybrid Solutions Multi-Custodial RIA Platform

Triad Advisors, Inc. today announced that Head Investment Partners has transitioned to Triad's broker-dealer and hybrid multi-custodial registered...

Aug 17, 2016, 09:00 ET Triad Advisors Welcomes Pinkerton Retirement Specialists, LLC To Its Broker-Dealer And Hybrid RIA Platform

Triad Advisors, Inc. today announced that Pinkerton Retirement Specialists, LLC ("Pinkerton") has transitioned to the Triad Advisors broker-dealer...

Jun 23, 2016, 09:00 ET Triad Advisors Names Hugh M. Tarbutton, Jr., Senior Vice President Of Business Development

Triad Advisors, Inc. today announced that Hugh M. Tarbutton, Jr., has joined Triad as Senior Vice President of Business Development. A veteran...

Jun 15, 2016, 09:00 ET Triad Advisors Welcomes Dunham & Deitel Wealth Management Group To Its Broker-Dealer And Triad Hybrid Solutions Multi-Custodial RIA Platform

Triad Advisors, Inc. today announced that Dunham & Deitel Wealth Management Group ("Dunham & Deitel") has transitioned to Triad's broker-dealer and...

May 17, 2016, 09:00 ET Triad Advisors Welcomes Keeney Financial Group To Its Broker-Dealer And Hybrid RIA Platform

Triad Advisors, Inc. today announced that Keeney Financial Group ("Keeney Financial") has transitioned to the Triad Advisors broker-dealer and hybrid ...

Apr 26, 2016, 09:00 ET Triad Advisors Names Nathan M. Stibbs Executive Vice President And Chief Strategy Officer

Triad Advisors, Inc. today announced that Nathan M. ("Nate") Stibbs has been promoted to the position of Executive Vice President and Chief Strategy...

Mar 14, 2016, 09:00 ET Triad Advisors To Host 12th Annual Alternative Investments Conference From March 14 - 16, 2016, In Las Vegas, NV

Triad Advisors, Inc. ("Triad") today announced the launch of its 2016 Alternative Investments Conference, an annual event that will bring together...

Dec 18, 2015, 09:00 ET Jeff Rosenthal Named President And CEO Of Triad Advisors

Triad Advisors, Inc. announced today that Jeff Rosenthal will become the firm's President and CEO, effective January 1, 2016. In this role, Mr....

Oct 28, 2015, 09:00 ET Triad Advisors Welcomes Berkeley Capital Partners To Its Broker-Dealer And Hybrid RIA Platform

Triad Advisors, Inc. today announced that Berkeley Capital Partners ("Berkeley") has transitioned to the Triad Advisors broker-dealer and hybrid RIA...

Oct 06, 2015, 09:00 ET Triad Advisors Raises Over $40,000 At National Conference For Operation Open Arms

Triad Advisors, Inc., the hybrid advisor-focused independent broker-dealer, today announced that it raised a total of more than $40,000 for Operation ...

Sep 09, 2015, 09:00 ET Triad Advisors Kicks Off 18th Annual National Conference In Boca Raton, Florida

Triad Advisors, Inc., the hybrid advisor-focused independent broker-dealer, today announced the launch of its 18th annual National Conference in Boca ...

Jul 20, 2015, 09:00 ET Triad Advisors Celebrates Continued Industry Recognition For Growth And Excellence In Supporting Advisors

Triad Advisors, Inc., the independent broker-dealer focused on hybrid advisors, announced today that it has received extensive industry-wide...

Jul 01, 2015, 11:23 ET Triad Advisors Congratulates Participants Of Chairman's Club Event

Triad Advisors, Inc. today congratulated all the advisors who participated in its second annual Chairman's Club meeting, held May 14-18, 2015, and...