Nicholas A. Danna IV, AIF, CPA (Inactive)
Partner, Investment Advisor Representative
Nick is a Registered Representative of Triad Advisor's LLC. and has been in the accounting and finance industry since 1999. After graduating from Louisiana State University with a Bachelor of Science in Accounting and a Master of Science in Finance, he spent three years as a Certified Public Accountant (CPA) with Ernst & Young, working on cases involving accounting fraud and lost profits. Nick then spent seven years as a senior research analyst for Southcoast Capital and Sterne Agee & Leach, developing proprietary research on stocks in the Leisure & Entertainment industry and advising hedge funds and mutual funds on trading strategies associated with the research. In mid-2009, Nick began providing financial planning and investment management services to individuals, families, and small businesses. He currently holds his Series 7, 66, 86, and 87 licenses as well as his Life & Health and Variable Insurance Licenses. Nick is also an Accredited Investment Fiduciary (AIF) and a Certified Public Accountant (CPA), though currently inactive. Nick and his wife Julie, reside in Metairie with their three sons and daughter: Nicholas, Christian, Stephen, and Kerrigan.
*Investment products and services are available only to residents of: Colorado (CO), Louisiana (LA), North Carolina (NC), and Texas (TX).