Helen SipsasCRD Number: 5048683
Current Firm: Peak Wealth Advisors, Inc.
Helen Sipsas (CRD# 5048683) is an Investment Advisor Representative working at Peak Wealth Advisors, Inc. in San Luis Obispo, CA and has over 16 years of experience in the finance industry. Helen Sipsas 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.
Lpl Financial LLC
Wells Fargo Clearing Services, LLC
San Luis Wealth Advisors
|Peak Wealth Advisors, Inc.||San Luis Obispo, CA||Apr 2009 - Current||13|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2006|
Total Assets Under Management91MILLIONS
Total Number of Accounts378ACCOUNTS
Average Account Value$240,259
- 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
- Pension consulting services
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