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Referral Service

Referral Service
If you are currently a client of Russ McMillan and TRIAD Wealth Systems and you'd like a friend, relative, co-worker or neighbor to learn about the philosophy and the unconventional perspective that Russ McMillan can share, please submit your name and the name of the person you'd like to refer down below.

If you indicate as so, Russ McMillian will send the DVD "An Unconventional Perspective" to your referral.

Any comments about the person you are referring you'd like to share with TRIAD Wealth can be expressed at the bottom of the form.

Thank you!

 

Current TRIAD Wealth Systems Client
Your Full Name
 
Your Phone Number
 
Your E-Mail
 

 

 
Person You Want to Refer
Full Name
 
Full Spouse Name
 
Mailing Address
 
City, State, ZIP
 
E-Mail
 
Daytime Phone
(include area code)
 
Evening Phone
(include area code)
 
     
Best Time to Contact
(check all that apply)
   
    Morning (8:00 am - 10:00 am)
  Late Morning (10:00 am - 12:00 am)
  Afternoon (12:00 pm- 2:00 pm)
  Late Afternoon (2:00 pm - 4:00 pm)
    Early Evening (4:00 pm - 6:00 pm)
    Evening (6:00 pm - 8:00 pm)
     
Send DVD
 
Additional Comments
 
   
Registered Representative Park Avenue Securities, LLC (PAS), 111 Westport Plaza, Suite 600, St. Louis, MO 63146. 314.997.7510. Securities products/services are offered through PAS, a registered broker/dealer. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. The Greater St. Louis Group is not an affiliate or subsidiary of PAS or Guardian.
PAS is a member FINRA, SIPC.

The Registered Representative is securities licensed in (AZ, FL, IL, MO) and the material is strictly intended for individuals residing in those states. No offers may be made or accepted from any resident outside these specified states.

The information or opinions contained in this Internet site should not be construed by any consumer and/or prospective client as an offer to sell or the solicitation of an offer to buy any particular investment product.  The information contained herein is directed solely to those individuals who reside in jurisdictions in which the representative is registered in the state where the consumer and/or prospective client reside.  Any subsequent direct communication with a consumer and/or prospective client shall only be conducted by a representative that is registered in the state where the consumer and/or prospective client reside.

Links to other sites are for your convenience in locating related information and services.  This Agency, The Guardian Life Insurance Company of America (Guardian) and Park Avenue Securities, LLC (PAS) do not maintain these other sites and have no control over the organizations that maintain the sites or the information, products or services these organizations provide.  Although this Agency, Guardian and PAS believe that the information from these organizations is reliable, we cannot guarantee its completeness or suitability for any purpose. Accordingly, this Agency, Guardian and PAS expressly disclaim any responsibility for the content, the accuracy of the information or the quality of products or services provided by the organizations that maintain these sites.  This Agency, Guardian and PAS do not recommend or endorse these organizations or their products or services in any way.