Triad Advisors
Lee Duckworth, CFP®, AIF®, has extensive experience in the financial services industry, currently serving as a Registered Representative at Triad Advisors since March 2012, where expertise includes 401(k) retirement plan consulting, fiduciary regulations, estate planning, and investment monitoring. Additionally, Lee has been the President & CEO of Capital Wealth Management, LLC since March 2011, overseeing client relationships within a boutique financial investment firm that combines over twenty-five years of investment and estate planning experience. Previous roles include Registered Representative at NFP Advisor Services from April 2003 to March 2013, advising on similar asset management areas, and Representative at Northwestern Mutual Life from September 1989 to March 2003, focusing on life insurance and financial planning. Education credentials include an Accredited Investment Fiduciary (AIF®) designation from Fi360 in 2014, a Certified Financial Planner (CFP®) designation from Metropolitan State College in 2005, and a B.S. in Business Administration from the University of Rhode Island.
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Triad Advisors
At Triad Advisors, we understand your desire for independence and the freedom to make your own decisions for your own clients. That is why hundreds of independent financial professionals across the country have made Triad Advisors their broker/dealer partner. Our nourishing, personalized culture of service naturally attracts a diverse mix of successful financial professionals and is a primary reason why Triad has been consistently ranked, over the years, as one of the leading broker/dealers in the industry as measured by growth in revenue, assets and production per advisor. With an extensive menu of products, technology systems and total wealth management solutions, we deliver the resources to help serve your clients and grow your business more efficiently and effectively. This is not a solicitation or recommendation to purchase or sell any investment product or service, and should not be relied upon as such. Triad Advisors, LLC member FINRA/SIPC. Third-party comments may not be representative of all customer experiences. Please see website for full disclosures.