William Helms (CRD# 5605002) is an Investment Advisor Representative working at Strategic Blueprint, LLC in Winstom-salem, NC and has over 15 years of experience in the finance industry.
CRD# 1821508
Ubs Financial Services Inc.
CRD# 6683568
Principal Securities, Inc.
CRD# 1868078
Cgn Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Strategic Blueprint, LLC | Atlanta, GA | May 2024 - Current | < 1 |
| Ardmore Advisory & Planning | Winston-salem, NC | Nov 2015 - May 2024 | 8 |
| Capital Investment Advisory Services, LLC | Raleigh, NC | Jan 2013 - May 2024 | 11 |
| Capital Investment Group, Inc. | Raleigh, NC | Oct 2008 - May 2024 | 15 |
| Integrated Advisory Services | Winston Salem, NC | Apr 2008 - Nov 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2009 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2009 |
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Total Assets Under Management2,173MILLIONS
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Total Number of Accounts8,013ACCOUNTS
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Average Account Value$271,157
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NJ, NM, NV, NY, OH, OR, PA, PR, RI, SC, TN, TX, UT, VA, WA, WV
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