Who We Are

Press Releases and Media Resources

In this section, you will find our current press releases, as well as an archive of past press releases.

Triad Advisors welcomes inquiries from the press and media. We are happy to provide information about our organization, as well as to serve as a resource for information about the finance and investment industry. Please contact us at 800-720-4003.

Current Press Releases

15 Nov 2013

Ladenburg Institute of Women & Finance Kicks Off LIFT Mentoring Program at Miami Event

Sonesta Coconut Grove Hotel

The Ladenburg Institute of Women & Finance kicked off its second annual women advisor symposium Nov. 7-8 with the introduction of its LIFT Mentoring Program that pairs experienced advisors from each Ladenburg broker-dealer with an up-and-coming woman advisor. The institute is a collaborative effort of Ladenburg Thalmann Financial Services and its subsidiaries: Ladenburg Thalmann Asset Management, Securities America, Triad Advisors, Investacorp and Premier Trust.

09 Oct 2013

Triad Advisors, Inc. Hosts Former Speaker of the House, Newt Gingrich

Mayflower Renaissance Hotel

Triad closed their annual National Conference with an interactive speech from the Honorable Newt Gingrich, Speaker of the House of Representatives 1995-1999. Gingrich, 2012 Republican Presidential Candidate and author of the “Contract with America,” is currently co-host of CNN’s Crossfire. During his closing address, he interwove his extensive knowledge of American history with topical events ranging from the Syrian crisis, to healthcare and financial reform. Mr. Gingrich discussed the challenges that face our nation today as well as how we continue to be seen as the light of freedom for those across the world. He left the audience with a powerful reminder that American ingenuity and persistence will always be our keys to success.

01 Jun 2013

Triad Advisors, Inc. Ranked #1 Friendliest Broker-Dealer for RIAs Four Years Running

In the June 2013 issue of Investment Advisor Magazine, Triad Advisors, Inc. was ranked the #1 Friendliest Broker-Dealer for RIAs for the fourth year in a row. Triad was placed among the top 25 independent broker-dealers with 83% of reps with their own RIA. That is over 25% higher than the #2 ranking at only 52.3%. Triad was also ranked #3 for Highest Revenue Growth in InvestmentNews and Financial Planning Magazine with an increase of 17.6% from 2011-2012.

09 Nov 2012

Huge Success for Ladenburg Thalmann's Women & Finance Forum

Ladenburg Thalmann Financial Services Inc. (NYSE MKT: LTS) along with its independent broker dealer subsidiaries, Investacorp, Inc., Triad Advisors, Inc. and Securities America, Inc., today announced highlights of its recently-hosted Ladenburg Institute of Women & Finance symposium, held at the Conrad Hotel in Miami on November 1-2, 2012.

08 Jul 2012

Mark Mettelman Leads Grassroots Effort on Capitol Hill

Mark Mettelman, President and CEO of Triad Advisors, Inc., recently helped lead a grassroots effort on Capitol Hill with the goal of preserving Americans’ access to affordable, unbiased financial advice and protecting consumers. Mark, along with five of Triad’s top advisors, Bob Carson, Jeff Gitterman, Mike Hensley, David Millican and Mark Robare, met with members of Congress and their staffs as part of the Financial Services Institute (FSI) team on June 6, 2012.

31 May 2012

Triad Advisors Partners with Karsten Advisors

Triad Advisors, Inc., a subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE MKT:LTS), announced today that Texas-based, Karsten Advisors has joined Triad as an independent branch office. Founded in 1977, the second generation firm serves select families in the management of their tax and financial affairs. Karsten Advisors manages over $200 million in client assets.

11 Jan 2012

Triad Advisors Hires Amanda Teeple as Junior Due Dilligence Officer

Triad Advisors, Inc. has hired Amanda Teeple as Junior Due Diligence Officer. Amanda, 30, earned her undergraduate degree in Computer Information Systems and International Business from Mercer University in 2002 and her MBA in Business Analysis from Georgia State University in 2007.

04 Jan 2012

Triad Advisors and Ladenburg Thalmann Announce Advocacy Partnership with Financial Services Institute

Ladenburg Thalmann Financial Services Inc. (NYSE Amex: LTS) and the Financial Services Institute (FSI) today announced that all three of Ladenburg’s independent broker-dealer subsidiaries – Securities America, Triad Advisors and Investacorp – as well as their approximately 2,700 affiliated independent financial advisors are now FSI members for 2012. With the addition of the Ladenburg Thalmann advisors, FSI’s financial advisor membership count is now more than 30,000 financial advisors.

26 Dec 2011

Triad Advisors Ranked #1 In Revenue Growth by Percentage

In the December 26, 2011 issue of Investment News, Triad Advisors, Inc. was ranked #1 in revenue growth by percentage. Triad was placed among the top 50 independent broker-dealers growing at a rate 50.2% in 2010 vs 2009. Triad’s fee revenue grew at rate of 66.4% and revenues from commissions grew 38.2%. Investment News also reported that Triad's average payout per advisor increased by 17.7%.

Media Resources

Access our brochures and literature, company logos, and photography approved for use by the media.