Garry HelyerCRD Number: 807670
Current Firm: Infinex Investments, Inc.
Garry Helyer (CRD# 807670) is an Investment Advisor Representative working at Infinex Investments, Inc. in Meriden, CT and has over 39 years of experience in the finance industry.
Springboard Asset Management LLC
Milestone Asset Management Group, LLC
Advice And Planning Services
|Infinex Investments, Inc.||Meriden, CT||Nov 2013 - Current||8|
|Investment Advisor Rep||Glastonbury, CT||Nov 2013 - Current||8|
|Professional Benefits Group||Glastonbury, CT||Sep 1991 - Current||30|
|Landlord||Glastonbury, CT||Nov 1979 - Current||42|
|Uconn||Hartford, CT||Mar 2008 - Jun 2015||7|
|Harvest Capital Advisors, LLC||Wethersfield, CT||Mar 2004 - Nov 2013||9|
|Harvest Capital LLC||Wethersfield, CT||Mar 2001 - Nov 2013||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1983|
Total Assets Under Management2,835MILLIONS
Total Number of Accounts9,010ACCOUNTS
Average Account Value$314,620
- 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
- 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, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.