Howard Morin, financial advisor Bellevue 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 Bellevue, WA and has over 10 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 2
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
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2007
Contact Info for Howard A. Morin
Phone Number: 425-214-1533
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    31
    MILLIONS
  • Total Number of Accounts
    146
    ACCOUNTS
  • Average Account Value
    $212,817
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

TX, WA

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

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