Helen ModlyCRD Number: 1161671
Current Firm: Focus Wealth Management, Ltd.
Helen Modly (CRD# 1161671) is an Investment Advisor Representative working at Focus Wealth Management, Ltd. in Middleburg, VA and has over 33 years of experience in the finance industry. Helen Modly has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
David Wealth Management, LLC
Palatine Advisors, Inc.
Independent Financial Planning
|Focus Wealth Management, Ltd||Middleburg, VA||Jul 2000 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1983|
|S65||NASAA Investment Advisors Law Examination||May 1997|
Total Assets Under Management250MILLIONS
Total Number of Accounts540ACCOUNTS
Average Account Value$462,403
- 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
DC, MD, VA