Mark Helm, financial advisor Purcellville VA

Mark Helm

CRD Number: 4697129
Current Firm: Helm Financial Advisors, LLC

Mark Helm (CRD# 4697129) is an Investment Advisor Representative working at Helm Financial Advisors, LLC in Purcellville, VA and has over 20 years of experience in the finance industry. Mark Helm 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
Helm Financial Advisors, LLC Falls Church, VA Oct 2003 - Current 20
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2003
Contact Info for Mark E. Helm
Phone Number: 703-501-8531
Registered State(s):
  • VA
Current Firm Details
Helm Financial Advisors, LLC
Firm's CRD Number: 128071
By the Numbers
  • Total Assets Under Management
    71
    MILLIONS
  • Total Number of Accounts
    197
    ACCOUNTS
  • Average Account Value
    $360,766
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

VA

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