David HelmCRD Number: 4549437
Current Firm: Raymond James & Associates, Inc.
David Helm (CRD# 4549437) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Clearwater, FL and has over 15 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Raymond James & Asociates||Clearwater, FL||Jun 2002 - Current||15|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2002|
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- 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)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV