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Senior Vice President · R.H. Dinel Investment Counsel,inc.

Robert J. Terrell

CRD 8114447 · Named on Form ADV at one SEC-registered adviser

At a glance

R.H. Dinel Investment Counsel,inc., an SEC-registered wealth manager based in LOS Angeles, CA with $154 million in regulatory assets, lists Robert J. Terrell on its Form ADV as Senior Vice President.

Firms and roles

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Robert’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Richard H. DinelPresident, Chief Compliance Officer, Trustee of the Dinel Family Trust, R.H. Dinel Investment Counsel,inc.
  • Joyce K. DinelVice President, Administration, Trustee of the Dinel Family Trust, R.H. Dinel Investment Counsel,inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.