Frederick Helmick, financial advisor Philadelphia PA
84 score

Frederick Helmick

CRD Number: 3175961
Current Firm: Trustmont Advisory Group, Inc.

Frederick Helmick (CRD# 3175961) is an Investment Advisor Representative working at Trustmont Advisory Group, Inc. in Philadelphia, PA and has over 17 years of experience in the finance industry. Frederick Helmick 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.

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Professional Designations
Company Name Location Dates Years
Trustmont Financial Group, Inc. Greensburg, PA Jan 2016 - Current < 1
Trustmont Advisory Group, Inc. Greensburg, PA Jan 2016 - Current < 1
Helmick & Prisco Philadelphia, PA Feb 2000 - Current 16
American Portfolios Financial Services, Inc. Philadelphia, PA May 2004 - Dec 2015 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1999
S65 NASAA Investment Advisors Law Examination Aug 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Frederick L. Helmick
Phone Number: 724-468-5665
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    439
    MILLIONS
  • Total Number of Accounts
    4,300
    ACCOUNTS
  • Average Account Value
    $102,093
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, CO, CT, FL, IL, IN, MA, MI, MN, MO, NJ, NY, OH, PA, SC, TN, TX, UT, VA, VT

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BADGES
84

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