Kevin Helmick
Kevin Helmick is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Canfield, OH, with 29 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
20 South Broad Street, Canfield, OH, 44406
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin is a manager at Farmers National Bank, owns rental property, and is a lessee of land for an oil and gas agreement with BP. He also receives referral fees from Farmer's Trust Company as part of a referral program.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Previous Registrations
Cetera Investment Services LLC
State Registrations3 states
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