Alton Thiele (CRD# 4236443) is an Investment Advisor Representative working at Avantax Advisory Services in Belton, TX and has over 23 years of experience in the finance industry.
CRD# 6472383
Raymond James Financial Services Advisors, Inc.
CRD# 6678405
Edward Jones
CRD# 2087394
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Advisory Services | Belton, TX | Nov 2008 - Current | 15 |
| Avantax Insurance Services, Inc. | Belton, TX | Sep 2008 - Current | 15 |
| Avantax Investment Services, Inc. | Belton, TX | Sep 2008 - Current | 15 |
| Alton D Thiele Pc | Belton, TX | Jan 1999 - Current | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2000 |
- TX
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
-
Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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