Gregory HelckCRD Number: 4510655
Current Firm: Raymond James & Associates, Inc.
Gregory Helck (CRD# 4510655) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Saint Petersburg, FL and has over 7 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Raymond James & Associates||St Petersburg, FL||Nov 2009 - Current||8|
|Unemployed||Tierra Verde, FL||May 2009 - Nov 2009||< 1|
|Kennesaw State University||Kennesaw, GA||Aug 2006 - May 2009||2|
|Piedmount Funding Group||Atlant, GA||Aug 2008 - Dec 2008||< 1|
|Raymond James & Associates Aig||St Petersburg, FL||Jun 2008 - Sep 2008||< 1|
|Raymond James & Associates||Orlando, FL||Jun 2006 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2010|
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)