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Triad Advisors, LLC, was acquired by Ladenburg Thalmann in August 2008. [12] The firm was founded in 1993, and is an independent broker-dealer and registered investment advisor headquartered in Norcross, Georgia that offers products through approximately 590 independent financial advisors nationwide.
The remaining broker-dealers that will be integrated in 2024 include American Portfolios, Lincoln Financial Advisors, and Triad Advisors. Osaic also has four Advantage Companies: Highland Capital Brokerage, Ladenberg Thalmann & Co., Inc., Ladenberg Thalmann Asset Management, and Premier Trust.
Triad Advisors, Inc. Partners with Sugarloaf Wealth Management NORCROSS, Ga.--(BUSINESS WIRE)-- Triad Advisors, Inc., a subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE MKT: LTS ...
In June 2021, Cetera completed the acquisition of assets related to Voya Financial Advisors’ independent financial planning channel. The new business was branded Cetera Wealth Partners. [28] In January 2023, Cetera entered into a definitive agreement to acquire the retail wealth business of Securian Financial Group, Inc.
Triad Securities Corp. continues to operate through its Wall Street headquarters at 111 Broadway in New York City. [6] Triad is registered with the U.S. Securities and Exchange Commission (SEC), is a member of FINRA (Financial Industry Regulatory Authority), and a member of SIPC (Securities Investor Protection Corporation). [citation needed]
Triad provides government affairs, advocacy and communications, and economic development services to organizations seeking to influence and create opportunities in the public and private sectors. Triad Strategies was founded in 2002 with the merger of W.A. Hawkins Associates and Sellers, Feinberg & Associates.
Trivest Partners, L.P. is the among the oldest private equity firms in the Southeast U.S., founded in 1981, and focuses exclusively on founder and family-owned businesses. [1]
Cambridge Investment Research Incorporation is a United States-based broker-dealer and asset management firm headquartered in Fairfield, Iowa.The company was founded in 1981 and mainly works as a broker-dealer, but also manages investment assets through its subsidiary Cambridge Investment Research Advisors Inc.