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 8 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|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2010|
Total Assets Under Management142,933MILLIONS
Total Number of Accounts472,443ACCOUNTS
Average Account Value$302,541
- 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)
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