Brian Helm CRPS®, AIF®
Senior Financial Representative
Principal Securities Registered Representative
Financial Advisor
EXPERIENCE:
Since 2005 I have been helping clients through their working careers into retirement with well-educated planning which includes providing business financial planning services as well as individual retirement income planning. My focus is encouraging and assisting clients in all walks of life, particularly growing families, retirees and small business owners.
EDUCATION & CREDENTIALS:
- BBA from McMurry University in Abilene, Texas
- Holds FINRA Series 6, 7, 63 and 65 securities registrations
INTERESTS:
I cherish the time I spend with my wife, Shelby and I love being involved in the lives of our three children, supporting them as they participate in an ever-growing number of activities. I am an active member of The Village Church. And as an avid runner, I've completed 14 marathons and ultramarathons, including three 50-mile races. Before transitioning into my financial services career, I worked as a PGA golf professional. 4609904-072025
AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework. The AIF Designation does not mean the holder is acting in a fiduciary capacity