Chase HelpingstineCRD Number: 6011545
Current Firm: Envestnet | Pmc
Chase Helpingstine (CRD# 6011545) is an Investment Advisor Representative working at Envestnet | Pmc in Raleigh, NC and has over 5 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Oak City Consulting, LLC
|Envestnet Asset Management, Inc.||Raleigh, NC||May 2013 - Current||3|
|Capitol Financial Solutions||Raleigh, NC||Feb 2011 - May 2013||2|
|Smith Stearns Tennis Academy||Hilton Head Island, SC||Jun 2011 - Aug 2011||< 1|
|Elon University||Elon, NC||Aug 2007 - May 2011||3|
|Elon University Tennis Camp||Elon, NC||Jun 2009 - Jul 2009||< 1|
|Chapel Hill Tennis Club||Chapel Hill, NC||Jun 2008 - Jul 2008||< 1|
|Chapel Hill High School||Chapel Hill, NC||Aug 2003 - Jun 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2012|
|S65||NASAA Investment Advisors Law Examination||Dec 2012|
Total Assets Under Management82,196MILLIONS
Total Number of Accounts428,616ACCOUNTS
Average Account Value$191,771
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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
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