Milton D. Thiel
Professional summary
Milton Dale Thiel JR., AIF®, CFP®, who also goes by Chip Thiel, is a registered financial advisor currently at TRINITY NECHES located in Sugar Land, Texas.
Milton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Milton has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Milton Dale Thiel JR.'s CRS (Customer Relationship Summary).
Certified licenses
Start date: 2007
Experience
February 23, 2016 - Present
TRINITY NECHES
February 12, 2010 - January 22, 2016
PURSHE KAPLAN STERLING INVESTMENTS
January 5, 2006 - January 22, 2016
ASCENSION CAPITAL ADVISORS, INC.
March 15, 2005 - February 12, 2010
DOMINION INVESTOR SERVICES, INC.
January 3, 2003 - March 10, 2005
AMERICAN GENERAL SECURITIES INCORPORATED
January 3, 2003 - March 10, 2005
AMERICAN GENERAL SECURITIES INCORPORATED
August 16, 2002 - November 11, 2002
OSAIC FA, INC.
March 21, 2001 - November 11, 2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
March 21, 2001 - November 11, 2002
OSAIC FA, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/23/2016)
Exams
Current Firm
TRINITY NECHES
CRD#: 282631 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 183 |
| AUM (Assets Under Management) | $ 109,394,977 |
Red Flags
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