John Helmer, financial advisor Alamo CA

John Helmer

CRD Number: 242398
Current Firm: Caldwell Sutter Capital, Inc.

John Helmer (CRD# 242398) is an Investment Advisor Representative working at Caldwell Sutter Capital, Inc. in Alamo, CA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Caldwell Sutter Capital, Inc. Sausalito, CA May 1982 - Current 40
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2010
Contact Info for John C. Helmer
Phone Number: 415-367-4981
Firm Website: http://www.cald.com/
Registered State(s):
  • AZ
  • CA
  • OR
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    307
    MILLIONS
  • Total Number of Accounts
    536
    ACCOUNTS
  • Average Account Value
    $571,880
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, CA, CO, FL, ID, IL, MI, NV, NY, OH, OR, PA, PR, TX, VT, WA

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