William R. Dippell
Professional summary
William Randle Dippell, who also goes by Randy Dippell, W. Randy Dippell, William Randy Dippell, is a registered financial advisor currently at MILESTONE MONEY located in Chicago, Illinois.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. William has worked at 7 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Randle Dippell's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 5, 2022 - Present
MILESTONE MONEY
Office #1: 1165 N. Clark Street Suite 700, Chicago, IL 60610March 1, 2022 - April 7, 2022
MARINER INDEPENDENT
March 9, 2021 - March 30, 2022
ADVICEPERIOD, LLC
April 20, 2012 - February 26, 2021
NESTEGG ADVISORY
October 1, 2008 - April 3, 2012
J.P. MORGAN SECURITIES LLC
October 1, 2008 - April 3, 2012
J.P. MORGAN SECURITIES LLC
March 13, 2007 - October 1, 2008
J.P. MORGAN SECURITIES INC.
March 13, 2007 - October 1, 2008
J.P. MORGAN SECURITIES INC.
May 5, 2003 - September 26, 2005
NATCITY INVESTMENTS, INC.
August 13, 2002 - September 26, 2005
NATCITY INVESTMENTS, 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
(4/5/2022)
(4/25/2022)
Exams
Current Firm
MILESTONE MONEY
CRD#: 319203 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 140 |
| AUM (Assets Under Management) | $ 47,788,788 |
Red Flags
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