Professional Planning & Wealth (PP&W) LLC, an independent hybrid advisory firm in Greenville, S.C., has joined Triad Advisors' corporate registered investment advisor, Hybrid Solutions, and its broker-dealer platform, the companies announced today.
According to BrokerCheck, the practice was formerly with Raymond James. The team, led by co-founders and managing partners Chris Beard and Jesse Hansford, managed $130 million in client assets.
PP&W offers comprehensive financial planning and wealth management services, including custom retirement plan programs for business clients.
Troy, N.Y.-based Triad Advisors is a member of the Advisor Group, a Phoenix-based independent broker-dealer that also includes FSC Securities Corp., KMS Financial Services, Royal Alliance Associates, SagePoint Financial, Securities America, Securities Service Network, and Woodbury Financial.