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We founded Triad Advisors in 1998 with the clear goal of building a different kind of broker/dealer business model for Registered Investment Advisors. The astonishing growth of the Hybrid RIA model validates our founding ideas. Triad Advisors remains in the forefront of an evolving and growing industry. Our executives are involved in industry advocacy at all levels of government and are regularly present at meetings of the Department of Labor, the SEC, the Financial Industry Regulatory Authority (FINRA), Financial Services Institute (FSI) and state-level authorities, representing the best interests of our financial advisors and of the industry as a whole.
Alabama Teachers is a family of caring individuals dedicated to strengthening lives through financial partnerships. It is this firm commitment that allows us to embrace the teaching moments of life, because through them we can all learn together. Your savings federally insured to at least $250,000 and backed by full faith and credit of the United States Government. Equal Housing Lender. Must meet membership and credit requirements. Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (CFS), a registered broker-dealer and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Alabama Teachers Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Investment representatives at Alabama Teachers Credit Union are licensed to transact securities business in AL.
Winnebago County Schools Credit Union is a Rockford, IL-based company in the Financial Services sector.
Jackson Fund Services is a Chicago, IL-based company in the Financial Services sector.
Stanislaus County Employees' Retirement Association (StanCERA) is a Modesto, CA-based company in the Financial Services sector.