Troy Lane Stine
Investment adviser representative at Triad Wealth Partners, LLC
19 yearsExperience
2 statesRegistered in
$1.5BFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Triad Wealth Partners, LLCSep 2026 to now
- Stine Tax Wealth Planning, LLC (D.B.A. for Advisor Business)Dec 2007 to now
- The Stine Group (D.B.A. for Taxes)Dec 2007 to now
- C2p Capital Advisory Group, LLC dba Prosperity Capital AdvisorsOct 2023 to Sep 2026
- J.W. Cole Advisors, Inc.Jun 2014 to Oct 2023
- J.W. Cole Financial, Inc.Jun 2014 to Oct 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Triad Wealth Partners, LLC
$1.5BAssets managed
3,896Clients
42Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3199358
- Firm CRD
- 326523