Triad Advisors
Missy Nelson has a diverse work experience in the financial industry. Missy began their career as a Registered Representative at John Hancock in 2004. From 2005 to 2013, they worked as the Director of Operations at Innovative Financial Group. During their time there, they gained experience in coordinating continuing education courses and events, marketing, building relationships with brokers, and managing licensing and contracting. In 2013, Missy joined Triad Advisors as a Product and Marketing Specialist and later advanced to roles such as Assistant Vice President and Vice President, where they focused on product management and relationship management. Missy currently holds the position of VP, Relationship Management at Triad Advisors.
Missy Nelson, RICP, BFA, studied Marketing at the Virginia Polytechnic Institute and State University - Pamplin College of Business from 2000 to 2004, where they obtained their degree. In addition to their academic qualifications, Missy has also obtained several certifications including RICP from the American College, Series 24, Series 66, and Series 7 from FINRA. The specific dates of when these certifications were obtained are not provided.
This person is not in the org chart
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.