Chase Helpingstine, financial advisor Raleigh NC
93 score

Chase Helpingstine

CRD 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 6 years of experience in the finance industry.

Similar Advisors
Charles Clifton, financial advisor Raleigh NC
Charles Clifton
CRD# 5982197
Sycamore Financial Planning, LLC
Score
103
Similar Advisors
Mark Courtemanche, CLU, ChFC, financial advisor Raleigh NC
Mark Courtemanche, CLU, ChFC
CRD# 2651246
Portfolio Medics, LLC
Score
103
Similar Advisors
David Crispin, financial advisor Raleigh NC
David R. Crispin
CRD# 5973925
Mml Investors Services, LLC
Score
103
Company Name Location Dates Years
Envestnet Asset Management, Inc. Raleigh, NC May 2013 - Current 4
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
Contact Info for Chase L. Helpingstine
Phone Number: 312-827-2800
Firm Website: http://www.envestnet.com
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    93,219
    MILLIONS
  • Total Number of Accounts
    475,604
    ACCOUNTS
  • Average Account Value
    $196,002
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
  • Other
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

Ready to hire a financial advisor? Get competitive proposals from Chase Helpingstine and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.