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Nathan Helms, CFP®, CIMA®, CRPC®
LPL Financial

Tel: 813-334-6500
1001 S Macdill Ave
Suite 700
Tampa, FL 33629

About Nathan Helms

I grew up in Winter Haven, FL. Played baseball and basketball through high school. I lettered in baseball at the University of Florida as a pitcher. I enjoy traveling, playing golf, reading, college football, and spending time with friends and family. I have an older brother and sister. My mother is a retired teacher and my father is a judge.


About LPL Financial

Nathan has dedicated his practice to providing his clients with a comprehensive, well integrated financial plan that encompasses all aspects of their financial lives working in concert to help them pursue their goals. From savings and investing to tax planning and protection as well as a thought out plan for the eventual distribution of your assets in the most efficient, tax advantaged way possible so that your assets have the best chance to last your entire lifetime and perhaps beyond. A staple of Nathans business is client service. His relationship with clients is unique in the fact that he proactively communicate with them on a regular basis to answer any questions they have and to make sure they remain on track to reach their goals.

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General Information

Firm Start Year:   2007
No.of Employees:   5-9
Insurance License#:   p112700
States Licensed in:   FL, MD, GA, LA, DC, TX, VA, SC
Number of Years with Current Firm:   8
Work Experience:   I started with ING (now Voya) in 2007. Moved to LPL in 2008, where I remained for 6 years. I moved to Ameriprise for 7 years. In 2021 I moved back to LPL to form Integrity Wealth
Advisory Services Provided:   Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning, Risk Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Money Management

Services

Investment Types:   Alternative Investments, Mutual Funds, Bonds, Stocks, Annuities, Insurance, Commodities, Exchange Traded Funds (ETFs)
Can meet clients in the following ways:   Via Phone, Your Home, Our Office, Video Conference, Via Email, Your Office

Qualifications & Memberships

Insurance and Annuity Licenses:   Disability, Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity

Compensation and Fees

Fee Structure:   Fee-Based
Compensation Methods:   Based on Assets, Commissions, Flat Fee, Hourly
Minimum Fee Charged for Managed Accounts:   $1500

Education

Bachelors in Finance  University of Florida
08/1/2004-05/01/2006

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Faqs

Why should I choose you as my financial advisor?

I put clients interests first, no conflicts of interest when I recommend solutions. I am dedicated to providing my clients with unparaleled service and communication as well as cutting edge investment solutions. Relaxed approach no selling or pushing products. My ultimate job is to help you make an informed decision that you are 100% comfortable with.

What are your qualifications? What is your education background?

Certified Financial Planner, Certified Investment Management Analyst, Certified Divorce Financial Analyst, Series 6,7,65, 63. Grauduated Cum Laude with Finance degree from the University of Florida

How are you compensated? How will I pay for your services?

Fee, commission, hourly rate, depends on clients preference

If you are going to manage my account, will you obtain my permission every time you buy or sell something?

Absolutely with no exceptions

How many clients do you currently manage?

100

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Compliance

Registered Investment Advisor:

Yes


Registered Representative:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 4:00 PM

Social Networks

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