Wells Fargo FAs Jump to Triad Advisors in Georgia – Financial Advisor IQ

Advisor Group says its Atlanta-based subsidiary Triad Advisors has added a pair of advisors who have a combined $164 million in client assets, the firm says.

Wade Roberts and John Hachey, who operated separate solo Wells Fargo practices in Georgia, joined Triad Advisors for brokerage services and registered investment advisor Triad Hybrid Solutions to support their fee-based accounts, according to Advisor Group.

Kennesaw, Georgia-based Roberts Wealth Management specializes in wealth planning, estate planning and overall portfolio management, Advisor Group says.

Roberts says Advisor Group and Triad can help his practice grow and develop.

“Working with them will give me the chance to explore true independence while still leveraging the support, technology and services of a world-class wealth management organization,” Roberts said in a statement.

Before Triad, Roberts had been registered with Wells Fargo since 2016 and also from 2003 to 2009, with a seven-year stint at Merrill Lynch in between, according to his BrokerCheck record. He started his industry career in 1995 at VTR Capital, BrokerCheck shows.

Kennesaw, Georgia-based Hachey specializes in investment counseling, holistic financial planning, life-transition planning and retirement planning, according to the firm.

Hachey says Advisor Group and Triad enhance his ability to service his clients.

“They give me the flexibility and freedom as an independent business owner to serve my clients as I choose, to the best of my ability,” he said in a statement.

Hachey joined Wells Fargo in 2015 and spent a decade of his industry career from 2004 to 2014 at LPL Financial, BrokerCheck shows. His first registration was with WS Griffith Securities in 2002, his record shows.

Triad is one of Advisor Group’s member firms, which also include FSC Securities, Royal Alliance Associates, SagePoint Financial, Securities America and Woodbury Financial Services.

Advisor Group president of advice and wealth management Greg Cornick credits Triad’s “versatility in supporting diverse business models” for its ability to attract advisors.

In October, Advisor Group introduced new technology offerings specifically designed to recruit new advisors. Express Onboarding, currently in pilot testing, cuts 65% to 70% of the “steps and time” advisors who join the firm must take to move their practices and licenses, Advisor Group said at the time.