Matthew Theil (CRD# 2379377) is an Investment Advisor Representative working at Ray|theil Wealth Management, LLC in Beavercreek, OH and has over 25 years of experience in the finance industry.
CRD# 4903661
Fifth Third Securities, Inc.
CRD# 2409932
Lpl Financial LLC
CRD# 6008930
Fifth Third Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ray|theil Wealth Management, LLC | Beavercreek, OH | May 2011 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 1998 |
- OH
-
Total Assets Under Management221MILLIONS
-
Total Number of Accounts99ACCOUNTS
-
Average Account Value$2,231,020
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
FL, OH
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