BR
Barbara Richley
from Triad Financial Advisors, Inc.
Barbara Richley is a financial advisor based in North Carolina, Greensboro,
with 27 years of experience. Barbara currently works for
Triad Financial Advisors, Inc..
Barbara maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Barbara Richley works at Triad Financial Advisors, Inc.
Triad Financial Advisors, Inc. is a financial advisory firm based in Greensboro, North Carolina. It currently has approximately $842,519,385 of assets under management and employs about 19 people. Triad Financial Advisors, Inc. uses a fee structure of a percentage of assets under your management and fee for monitoring 3rd party managers.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
1 years
Fee structure
A percentage of assets under your management and fee for monitoring 3rd party managers
Office location
3623 N. Elm Street, Suite 102, Greensboro, North Carolina, 27455
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