Helena Silva, financial advisor Milton MA

Helena Silva

CRD Number: 2076427
Current Firm: Primerica Advisors

Helena Silva (CRD# 2076427) is an Investment Advisor Representative working at Primerica Advisors in Milton, MA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Primerica Financial Services Coral Springs, FL Jun 1990 - Current 33
Pfs Investments Inc. Coral Springs, FL Jun 1990 - Current 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1990
S65 NASAA Investment Advisors Law Examination Jun 2011
Contact Info for Helena Silva
Phone Number: 833-786-0550
Firm Website: http://www.primerica.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    7,088
    MILLIONS
  • Total Number of Accounts
    56,552
    ACCOUNTS
  • Average Account Value
    $125,337
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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

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