ATLANTA, May 22, 2019 /PRNewswire/ -- Triad Advisors,
LLC ("Triad" or "the Firm"), a wholly owned subsidiary of Ladenburg
Thalmann Financial Services Inc. (NYSE American: LTS, LTSL, LTS
PrA, LTSF, LTSK) and a leading independent advisory and brokerage
(IAB) firm supporting independent hybrid financial advisory
practices and registered investment advisory (RIA) firms, announced
that it has successfully recruited Argent Bridge Advisors, a
three-advisor firm with $275 million
in client assets based in the Washington,
D.C. suburb of Vienna, Va.
to its platform. The announcement further reinforces Triad's
differentiated position in the market as a leading IAB for growing
hybrid RIAs.
Nathan Stibbs, Triad's Executive
Vice President and Chief Strategy Officer, said, "We are thrilled
to welcome Argent Bridge Advisors to the Triad family. Like many
hybrid advisors who select Triad, Argent Bridge saw that
affiliation with us and our hybrid wealth management platform will
help them better service clients, drive scale and realize their
true growth potential. These are all key drivers of brand value.
The commitment that Dianne Nolin,
Cecile Hult and Eric Ashburn have made to providing thoughtful
planning solutions and a unique service experience to their clients
is a perfect fit with the culture and philosophy of Triad."
Argent Bridge's advisors, Dianne
Nolin, Cecile Hult and
Eric Ashburn, bring nearly 50 years
of combined experience to their mission of empowering their
community through financial education, inspiration and guidance.
The firm provides a comprehensive range of wealth management,
financial planning and retirement services, with a particular focus
on empowering women to take charge of their finances through
education, advice and creative collaboration.
Dianne Nolin, CFP® and Managing
Partner of Argent Bridge Advisors, said, "We were drawn to Triad
for its welcoming, collaborative culture and strong platform of
value-added services. Our client families mean the world to us, and
in seeking an IAB, we focused our search on finding a firm who
would work with us hand-in-hand to not only serve our clients'
current planning needs, but would support our goal of facilitating
generational wealth transfers within our client families over years
to come. The capabilities Triad and Ladenburg Thalmann offer will
help us elevate the planning and service experience we provide to
clients as we progress toward our firm's mission and growth
goals."
Mr. Stibbs concluded, "Triad has a reputation of being extremely
selective and one of our key criteria is identifying firms with
unique potential for long-term growth. Working with
entrepreneurial-minded firms like Argent Bridge is part of what
makes our jobs more rewarding. When we can help advisors accelerate
their growth, we win as well."
About Triad Advisors
Headquartered in Atlanta, GA, Triad Advisors, LLC is a
national, independent advisory and brokerage firm as well as a
multi-custodial SEC-Registered Investment Adviser (RIA) that is an
early pioneer and continued leader in the Hybrid RIA marketplace.
The company provides a comprehensive platform of products, trading
and technology systems, as well as customized wealth management
solutions. Recognized as one of the most successful and
fastest-growing independent firms in the industry (including being
named the leading firm for Hybrid RIAs nine years in a row by
Investment Advisor magazine), Triad Advisors is a wholly owned
subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE
American: LTS, LTSL, LTS PrA, LTSF, LTSK). For more information,
please visit www.triad-advisors.com.
About Ladenburg Thalmann
Ladenburg Thalmann Financial
Services Inc. (NYSE American: LTS, LTSL, LTS PrA, LTSF, LTSK) is a
publicly-traded diversified financial services company based in
Miami, Florida. Ladenburg's
subsidiaries include industry-leading independent advisory and
brokerage (IAB) firms Securities America, Triad Advisors,
Securities Service Network, Investacorp and KMS Financial Services,
as well as Premier Trust, Ladenburg Thalmann Asset Management,
Highland Capital Brokerage, a leading independent life insurance
brokerage company and full-service annuity processing and marketing
company, and Ladenburg Thalmann & Co. Inc., an investment bank
which has been a member of the New York Stock Exchange for over 135
years. The company is committed to investing in the growth of its
subsidiaries while respecting and maintaining their individual
business identities, cultures, and leadership. For more
information, please visit www.ladenburg.com.
This press release includes certain forward-looking
statements within the meaning of the Private Securities Litigation
Reform Act of 1995, including statements regarding future growth.
These statements are based on management's current expectations or
beliefs and are subject to uncertainty and changes in
circumstances. Actual results may vary materially from those
expressed or implied by the statements herein due to changes in
economic, business, competitive and/or regulatory factors, and
other risks and uncertainties affecting the operation of Ladenburg
Thalmann's business. These risks, uncertainties and contingencies
include those set forth in Ladenburg Thalmann's annual report on
Form 10-K for the fiscal year ended December
31, 2018 and other factors detailed from time to time in its
other filings with the Securities and Exchange Commission. The
information set forth herein should be read in light of such risks.
Further, investors should keep in mind that Ladenburg Thalmann's
quarterly revenue and profits can fluctuate materially depending on
many factors, including the number, size and timing of completed
offerings and other transactions. Accordingly, Ladenburg Thalmann's
revenue and profits in any particular quarter may not be indicative
of future results. Ladenburg Thalmann is under no obligation to,
and expressly disclaims any obligation to, update or alter its
forward-looking statements, whether as a result of new information,
future events, changes in assumptions or otherwise, except as
required by law.
Media Contacts:
Chris
Clemens / Andrew Wang
Haven Tower Group
424 317 4854 or 424 317 4859
cclemens@haventower.com or awang@haventower.com
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SOURCE Triad Advisors, LLC