Jeffrey HelfrichCRD Number: 4455709
Current Firm: Penn Davis Mcfarland Inc.
Jeffrey Helfrich (CRD# 4455709) is an Investment Advisor Representative working at Penn Davis Mcfarland Inc. in Dallas, TX and has 1 year of experience in the finance industry.
Khp Capital LLC
Commonwealth Financial Network
Vanderpal Capital Management LLC
|Penn Davis Mcfarland Inc.||Dallas, TX||May 2010 - Current||7|
|Perot Investments, Inc.||Plano, TX||Oct 2008 - May 2010||1|
|Mirador Funds, LP||Dallas, TX||May 2008 - Sep 2008||< 1|
|Independence Capital Asset Partners, LLC||Denver, CO||Aug 2005 - Mar 2008||2|
Total Assets Under Management486MILLIONS
Total Number of Accounts235ACCOUNTS
Average Account Value$2,066,778
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses