Terry Niles (CRD# 4648508) is an Investment Advisor Representative working at Niles Asset Management, Inc. in Plsttsburgh, NY and has 1 year of experience in the finance industry. Terry Niles has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4736078
Poulos Advisors, Inc.
CRD# 4216957
Kestra Advisory Services, LLC
CRD# 1978980
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Niles Asset Management | Brushton, NY | Oct 1991 - Current | 32 |
- NY
-
Total Assets Under Management72MILLIONS
-
Total Number of Accounts233ACCOUNTS
-
Average Account Value$310,535
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
NY
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