Helios Wealth Advisors, LLC

Helios Wealth Advisors, LLC (CRD# 134444) is a financial advisory firm headquartered in Pearland, TX. They manage $52,775,708 in 160 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    53
    MILLION
  • Total Number of Accounts
    160
    ACCOUNTS
  • Average Account Value
    $329,848
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Helios Wealth Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Theodore X. Koinis
CRD#: 2447301
8703 Broadway, Suite 127, Pearland, TX 77584
96
Wealthminder
score

Theodore Koinis (CRD# 2447301) is an Investment Advisor Representative working at Helios Wealth Advisors, LLC in Pearland, TX and has over 22 years of experience in the finance industry. Theodore Koinis 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.

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