Terence K Brown
Investment adviser representative at Triad Wealth Partners, LLC
14 yearsExperience
1 stateRegistered 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
14 years in the industry.
- Triad Wealth Partners, LLCOct 2025 to now
- Coppell Advisory Solutions, LLC dba Fusion Capital ManagementAug 2021 to now
- Left Tackle AdvisorsNov 2012 to now
- Visionary Wealth Management, LLCDec 2020 to Aug 2021
- Gibbs Wealth Management, LLCJun 2020 to Aug 2021
- Fusion Capital ManagementJul 2019 to May 2020
- M Holdings Securities, Inc.Sep 2016 to Jul 2017
- Links ConsultingNov 2012 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 6260397
- Firm CRD
- 326523