Charles HelmeCRD Number: 712007
Current Firm: Bh Asset Management, LLC
Charles Helme (CRD# 712007) is an Investment Advisor Representative working at Bh Asset Management, LLC in New York, NY and has over 24 years of experience in the finance industry.
Financial Life Focus, LLC
Park Avenue Securities LLC
High Mountain Financial Coaching LLC
|Bh Asset Management, LLC||New York, NY||Aug 2013 - Current||8|
|Carrollton Capital Partners, LLC||Darien, CT||Jun 2013 - Dec 2014||1|
|Bh Asset Management, LLC||New York, NY||Jul 2010 - Aug 2013||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1997|
|S65||NASAA Investment Advisors Law Examination||Jul 1998|
Total Assets Under Management89MILLIONS
Total Number of Accounts91ACCOUNTS
Average Account Value$974,297
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CT, FL, NY
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