Janet Helbling, financial advisor Doylestown PA
93 score

Janet Helbling

CRD Number: 1295530
Current Firm: Wells Fargo Advisors, LLC

Janet Helbling (CRD# 1295530) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Doylestown, PA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Doylestown, PA May 2009 - Current 7
Wachovia Securities, LLC Doylestown, PA Sep 2006 - May 2009 2
Citigroup Global Markets Inc. New York, NY Feb 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2014
S63 Uniform Securities State Law Examination Aug 1991
Contact Info for Janet Helbling
Phone Number: 314-875-3000
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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