Home News Triad Recruits $130 Million Hybrid

Triad Recruits $130 Million Hybrid

Triad Advisors, a wealth management firm within the Advisor Group network, has added Professional Planning & Wealth LLC to its corporate registered investment adviser and broker-dealer platforms.

Triad Advisors, a wealth management firm within the Advisor Group network, has added Professional Planning & Wealth LLC to its corporate registered investment adviser and broker-dealer platforms.

PP&W is an independent practice based in Greenville, South Carolina led by managing partners Chris Beard and Jesse Hansford who oversee $130 million in total client assets. Beard and Hansford were previously affiliated with Raymond James.

PP&W offers comprehensive financial planning and wealth management services, along with retirement plan programs for business clients. The practice primarily serves working professionals and business owners in the southeastern United States.

Beard, who has 25 years of wealth management experience, and Hansford with 11 years, recently started PP&W after working side-by-side at another practice in their area.

Triad Advisors is headquartered in Atlanta and has more than 600 financial providers on its platform.

Advisor Group serves approximately 11,300 financial professionals and oversees more than $450 billion in client assets. In addition to Triad Advisors, Advisor Group also includes FSC Securities Corporation, KMS Financial Services, Royal Alliance Associates, SagePoint Financial, Securities America, Securities Service Network, and Woodbury Financial.

Click here to visit The DI Wire directory sponsor page.