Compliance
WB Smith Companies – Securities Offered Through Triad Advisors Inc., Member FINRA/SIPC (www.finra.org) / (www.sipc.org)
| TRIAD ADVISORS, INC. | |
Description: |
Triad Advisors is a privately-held, independent Broker/Dealer and Registered Investment Advisor (SEC) headquartered in Atlanta. Triad provides a comprehensive, objective menu of total wealth management solutions to its independent financial advisors throughout the country. |
Address: |
5185 Peachtree Parkway, Suite 280 Norcross, GA 30092 |
Phone: |
(800) 720-4003 |
Fax: |
(678) 405-5699 |
URL: |
|
ADV PART II |
The Form ADV Part II (including Schedule F), is a narrative document that is shared with regulators and serves as the disclosure document provided to all clients of Registered Investment Advisers. These documents are given to clients in advance or at the time an agreement for investment advisory services is executed. These schedules are updated regularly and made available to all current clients. To view WB Smith Companies Form ADV Part II and Schedule F please click here. |
