TrueAdvisor
TrueAdvisor
AH
AH

Aimee a Helms

Benjamin F. Edwards & Company, Incorporated
24 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Benjamin F. Edwards & Company, Incorporated
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
479 advisors
Number of Clients
30,126 clients
Average Client Portfolio
$520K average
Assets Under Management
$15.7B

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$125

Location

One North Brentwood Boulevard, Suite 850, St. Louis, MO, 63105

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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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Employment History
Current Registrations
Benjamin F. Edwards & Company, Incorporated
October 2020 - Present · 5 yrs 4 mos
Benjamin F. Edwards & Company, INC.Broker
October 2020 - Present · 5 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
March 2015 - October 2020 · 5 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
March 2015 - October 2020 · 5 yrs 7 mos
J.J.B. Hilliard, W.L. Lyons, LLC
March 2004 - March 2015 · 11 yrs
J.J.B. Hilliard, W.L. Lyons, LLCBroker
March 2001 - March 2015 · 14 yrs
State Registrations23 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.