MH
CFP · PFS
MH
CFP · PFS

Michael Len Helms

22 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
1,140 clients
Average Client Portfolio
$948K average
Assets Under Management
$1.1B

Fee Structure

Financial Planning:Included in AUM fee
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Location

220 North Main Street, Suite 500, Greenville, SC, 29601

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Michael is a licensed insurance agent and accountant, providing CPA/tax services. He may offer clients advice or products from these activities, which could present a conflict of interest due to potential commissions.

Employment History
Current Registrations
Wealthshield Partners, LLC
March 2022 - Present · 3 yrs 11 mos
Previous Registrations
Wealthshield Partners, LLC
January 2017 - December 2020 · 3 yrs 11 mos
Evergreen Financial Services, INC.
January 2014 - May 2017 · 3 yrs 4 mos
Wells Fargo Advisors Financial Network, LLC
July 2009 - January 2014 · 4 yrs 6 mos
Morgan Stanley Smith Barney LLC
June 2009 - August 2009 · 2 mos
Citigroup Global Markets INC.
January 2002 - June 2009 · 7 yrs 5 mos
State Registrations1 state
SC
Advisor
Exams
No exam information available for this advisor.
Michael Len Helms - Financial Advisor | TrueAdvisor