CTOs on the Move

Myriad Advisor Solutions

www.myriadas.com

 
Myriad Advisor Solutions strives to help financial advisors turn their entrepreneurial dreams into a reality. We assist advisors with everything associated with launching, owning, and operating an independent financial practice. We ve designed our solutions to unburden financial advisors with the daily responsibilities associated with being a business owner. Financial advisors possess a unique skill set and vast knowledge of their industry, but often lack the experience and expertise in areas such as Marketing, Technology, Human Resources, Transition Planning, Real Estate, and more that are critical to running a successful practice. Myriad specializes in providing advisors with solutions in ...
  • Number of Employees: 25-100
  • Annual Revenue: $1-10 Million
  • www.myriadas.com
  • 1449 NW 128th Street Suite 210
    Clive, IA USA 50325
  • Phone: 515.850.1212

Executives

Name Title Contact Details

Similar Companies

Washington Trust

Washington Trust Bancorp, Inc. operates as the bank holding company for The Washington Trust Company that offers various banking and financial products and services to individuals and businesses. The company operates in two segments, Commercial Banking and Wealth Management Services. The Commercial Banking segment offers deposit accounts, including interest-bearing checking, noninterest-bearing checking, savings, money market, retirement deposit accounts, and certificates of deposit, as well as debit cards, ATMs, telephone banking, Internet banking, remote deposit capture, cash management, and merchant credit card processing services. This segment also provides various commercial and retail lending products, such as commercial real estate loans consisting of commercial mortgages, and construction and development loans; commercial and industrial loans; residential real estate mortgages; and consumer loans comprising home equity loans and lines of credit, personal installment loans, and loans to individuals secured by general aviation aircraft and automobiles. The Wealth Management Services segment provides asset management services for individuals, institutions, and mutual funds; financial planning and advisory services; personal trust services consisting of services as trustee, administrator, custodian, and guardian; and estate settlement, as well as institutional trust services, such as custody and fiduciary services. The company also operates as a licensed broker-dealer that markets investment programs, including mutual funds and variable annuities. As of December 31, 2012, it had 10 branch offices located in southern Rhode Island; 7 branch offices in the greater Providence area in Rhode Island; and 1 branch office in southeastern Connecticut. The company was founded in 1800 and is headquartered in Westerly, Rhode Island.

Advanced Financial Solutions

Advanced Financial Solutions is a San Diego, CA-based company in the Financial Services sector.

Capital Trust Federal Credit Union

Capital Trust Federal Credit Union is a Saint Paul, MN-based company in the Financial Services sector.

MoneyGram International

MoneyGram is a global provider of innovative money transfer services and is recognized worldwide as a financial connection to friends and family.

Vance Street Capital

Vance Street Capital is a Los Angeles, CA-based company in the Financial Services sector.