Theodore Thiel, financial advisor Brandon MS
93 score

Theodore Thiel

CRD Number: 1290702
Current Firm: Raymond James Financial Services Advisors, Inc.

Theodore Thiel (CRD# 1290702) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Brandon, MS and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Non-variable Insurance Brandon, MO Nov 2011 - Current 5
Raymond James Financial Services Advisors, Inc. Brandon, MS Jan 2009 - Current 7
Raymond James Financial Services, Inc. Brandon, MS May 2001 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1987
S65 NASAA Investment Advisors Law Examination Aug 1999
Contact Info for Theodore B. Thiel
Phone Number: 727-567-5877
Registered State(s):
  • MS
  • TX
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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