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Matthew Thiel

24 Years of Experience
High Point, NC
Broker

Matthew Thiel is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in High Point, NC, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

132 Church Avenue, High Point, NC, 27265

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Matthew owns rental real estate property with his wife, which is used by their practice. He is also the owner and president of Covenant Wealth Strategies LLC and the president and senior wealth advisor at Signature Wealth Group, dedicating about half his time to the latter.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2020 - Present · 5 yrs 11 mos
Raymond James Financial Services, INC.Broker
June 2020 - Present · 5 yrs 11 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
June 2002 - June 2020 · 18 yrs
Wells Fargo Clearing Services, LLCBroker
June 2002 - June 2020 · 18 yrs
Wachovia Securities, INC.
March 2002 - June 2002 · 3 mos
Wachovia Securities, INC.Broker
September 2001 - June 2002 · 9 mos
State Registrations18 states
CADCDEFLKSLAMEMNMOMSNCNYOHPASCTNTXVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Matthew Thiel - Financial Advisor | TrueAdvisor