Brendon Helms, financial advisor Charlotte NC

Brendon Helms

CRD Number: 6690428
Current Firm: Eagle Strategies LLC

Brendon Helms (CRD# 6690428) is an Investment Advisor Representative working at Eagle Strategies LLC in Charlotte, NC and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Eagle Strategies LLC Charlotte, NC Jul 2019 - Current 1
Nylife Securities LLC Charlotte, NC Sep 2016 - Current 4
New York Life Insurance Co Cahrlotte, NC Jul 2016 - Current 4
Red Ventures Fort Mill, SC May 2015 - Jul 2016 1
Southern Evangelical Seminary Matthews, NC Mar 2014 - May 2015 1
Macedonia Baptist Church Lincolnton, NC May 2012 - Mar 2014 1
Union County Public Schools Monroe, NC Aug 2008 - May 2012 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2016
S65 NASAA Investment Advisors Law Examination Jul 2019
Contact Info for Brendon K. Helms
Phone Number: (888) 695-3245
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    11,274
    MILLIONS
  • Total Number of Accounts
    59,118
    ACCOUNTS
  • Average Account Value
    $190,699
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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