Paul Thiels is a registered investment advisor, based in New Orleans, LA, with 36 years of industry experience.
Location
900 Camp Street, Suite 3C10, New Orleans, LA, 70130
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Paul is an agent at Advisor Choice, an insurance brokerage, since 2005, spending minimal time on this activity. He is also the Owner/Principal of Cypress Wealth Management, which is the public-facing name for his practice, dedicating nearly full-time hours to it.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Genworth Financial Securities CorporationBroker
Genworth Financial Advisers Corporation
Capital Brokerage CorporationBroker
Capital Brokerage CorporationBroker
Intersecurities, INC.Broker
Piper Jaffray INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Swink & Company, INC.Broker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.