Desiree Trueba (CRD# 7171505) is an Investment Advisor Representative working at Helmstar Wealth Management in Boise, ID and has over 4 years of experience in the finance industry.
CRD# 5706352
Inspire Advisors, LLC
CRD# 5366550
Edward Jones
CRD# 6489237
American Independent Securities Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Helmstar Group, LLC | Boise, ID | Sep 2019 - Current | 4 |
| The Helmstar Group, LLC | Boise, ID | Sep 2015 - Current | 8 |
| Unemployed | Boise, ID | Jun 2015 - Aug 2015 | < 1 |
| Full Time Student | Boise, ID | Sep 2012 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2019 |
- ID
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Total Assets Under Management455MILLIONS
-
Total Number of Accounts1,530ACCOUNTS
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Average Account Value$297,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, ID, OR, TX, UT, WA
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