Company Information

Get to know Triad Financial Advisors, Inc - A OneDigital Company

Originally founded as an independent firm, Triad Financial Advisors, Inc. was acquired by OneDigital in 2020 to expand its wealth management capabilities. Now operating under the OneDigital brand, the firm focuses on providing holistic financial planning, investment management, retirement plan consulting, and wealth management services to individuals, families, and corporate clients. Its integration into OneDigital allows it to offer clients a unified approach that combines wealth management with health, insurance, and HR consulting services.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Triad Financial Advisors, Inc - A OneDigital Company

United States

Founded in

1982 (44 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

(73 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.