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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
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Person You Want to Refer
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Registered Representative Park Avenue Securities, LLC (PAS),12444 Powerscourt Drive Suite 190, St. Louis MO 63131. 314-821-1897. 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.

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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.

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