Howard Morin, financial advisor Snoqualmie WA
93 score

Howard Morin

CRD Number: 5334930
Current Firm: Helium Advisors LLC

Howard Morin (CRD# 5334930) is an Investment Advisor Representative working at Helium Advisors LLC in Snoqualmie, WA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Infinity Financial Services Oakland, CA Jun 2016 - Current < 1
Helium Advisors LLC Snoqualmie, WA Apr 2016 - Current < 1
Conover Bellevue, WA Feb 2016 - Apr 2016 < 1
Conover Securities Corp Bellevue, WA Apr 2011 - Feb 2016 4
Conover Capital Management Bellevue, WA Apr 2011 - Feb 2016 4
Lpl Financial Bellevue, WA May 2009 - Apr 2011 1
Ubs Financial Services Inc. Bellevue, WA Apr 2007 - May 2009 2
Self Snoqualmie, WA Nov 2006 - Apr 2007 < 1
Intel Corporation Dupont, WA Jun 2000 - Nov 2006 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2007
Contact Info for Howard A. Morin
Phone Number: 425-502-0554
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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