Robert James Terrell
Investment adviser representative at R.H. Dinel Investment Counsel,inc.
18 yearsExperience
1 stateRegistered in
$153.5MFirm assets
35 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
18 years in the industry.
- R.H. Dinel Investment Counsel, Inc.Feb 2025 to now
- Karlin Asset ManagementSep 2008 to May 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
R.H. Dinel Investment Counsel,inc.
$153.5MAssets managed
25Clients
2Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8114447
- Firm CRD
- 106688