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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.
Clarke Financial Group is a Irvine, CA-based company in the Financial Services sector.
Afni Inc is a Bloomington, IL-based company in the Financial Services sector.
Gateway Mortgage Group believes strongly in its obligation to demonstrate leadership at a local, national and global level. In addition to regularly donating to churches and charitable organizations that meet the needs of those who need it most, Gateway`s dedication also extends to benefit people all over the world. Recently, a donation from Gateway helped build a school in a small village in Northern Nigeria that educates more than 300 students. Gateway`s leadership also elects to provide a monthly donation to the Maisha International Orphanage in Kenya.
DHJJ Financial Advisors is a registered investment advisory firm that has been providing investment management and financial planning services to our clients since 1988. We are a highly committed, professional organization of investment advisers registered with the Securities and Exchange Commission. Not only are all of our investment advisers licensed as Certified Financial Planners™, but they are also Certified Public Accountants, which enables them to overlap their expertise in investment management, financial planning, and income tax law to provide their clients with unique solutions to their financial challenges. At DHJJ Financial Advisors, we truly enjoy helping our clients achieve their personal and financial goals. Our approach to financial planning is based on providing a full-service program that integrates investment management with income tax planning, resulting in a holistic strategy to help our clients maximize their financial success.