Triad Advisors Recruits Former LPL Hybrid
Triad Advisors LLC, an independent advisory and brokerage firm and subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE: LTS), has recruited Mooney Lyons Financial Advisors, a hybrid RIA practice based in South Barrington, Illinois.
Triad Advisors LLC, an independent advisory and brokerage firm and subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE: LTS), has recruited Mooney Lyons Financial Advisors, a hybrid RIA practice based in South Barrington, Illinois.
The firm was previously affiliated with LPL Financial and has four financial advisors and approximately $320 million in total client assets.
Mooney Lyons specializes in financial planning services for individuals and families, including retirement, education, investing and estate planning. The firm also works with small businesses on strategic planning and succession planning. The firm led by co-founders and managing partners Keith Mooney and Joe Lyons, as well as chief operating officer Greg Scheider.
Ladenburg Thalmann Financial Services is a publicly-traded financial services company based in Miami, Florida. The firm’s advisory and brokerage subsidiaries include Securities America, Triad Advisors, Securities Service Network, Investacorp and KMS Financial Services.
