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Overview

Services

Advisor Services

  • Financial Planning

  • Pension Consulting

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Ashworth & Sullivan Wealth Management Group, LLC 7 years, 1 month Jun 2009 - Present
Triad Advisors 7 years, 3 months Apr 2009 - Present
Ashworth & Sullivan 7 years, 3 months Apr 2009 - Present
LPL Financial LLC 1 year, 11 months May 2007 - Apr 2009
Morgan Keegan & Company, Inc. 6 years, 7 months Oct 2000 - May 2007

Designations & Memberships

  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Marcus Ashworth

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Apr 5, 2015
FINRA
FINRA
  • license status
    Registered
  • disclosures
    2
  • as of date
    Apr 21, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Triad Advisors, Inc.

Last updated on April 5, 2016
    • $621.3M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 4K
      Accounts
    • $165.4K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees