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Our Community

​At Triad, our greatest asset is community.

Our network of financial professionals still believes in personalized service and values long-term relationships based on mutual trust.

Our community welcomes opportunities to share ideas and offer support to one another with one goal in mind – to help clients achieve their financial goals.

Triad Ambassador Program

Get a designated Triad Ambassador to help you transition with ease. We’ll take the time to personally walk you through our products, services, and business growth tools, connect you with our strategic partners, and serve as your personal concierge during your first year with Triad.

Relationship Management Team

Always have someone to call at the home office. Our dedicated team of Relationship Managers serve as your dedicated resource for all things Triad.

My Mentor Connect

Whether you’re a growing financial professional looking for guidance, or an experienced financial professional wanting to give back, our mentorship program can help you make lasting connections.

Conferences & Networking

Connect and collaborate with Advisor Group’s 11,000 financial professionals at our in-person events, virtual conferences, and educational workshops.

Diversity & Inclusion Initiatives

Align with a partner that values and promotes diversity. Our Women Forward initiative welcomes more women into the industry, helps them reach their full potential, and enables financial professionals to better connect with their women clients. Additionally, our NextGen program develops and strengthens opportunities for the next generation of financial professionals.

Women Forward

Triad recognizes not only the benefits of partnering with quality, diversified firms, but also the unique perspectives women financial professionals bring to the table. The Women Forward initiative attracts, develops, and nurtures female financial professionals and associates through programs that are innovative, educational, and actionable.

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​Doing Good

Giving back to the local community is important. We are proud to be a Sustainability Partner for Rainbow Village, providing families with transitional housing to break the cycle of homelessness, poverty, and domestic violence.

Ready for an Extraordinary Partnership?

If you are an existing financial professional interested in joining our firm, please complete the form. All information is confidential.

If you are an existing financial professional interested in joining our firm, please complete the form below. All information is confidential.