Joshua Helvie is a registered investment advisor, based in Zionsville, IN, with 29 years of industry experience. Joshua is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Zionsville, IN
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Regulatory History (1)
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Employment Separation After Allegations
February 2026Other Business Activities
Joshua operates under the DBA Helvie Financial Group since 2008.
Employment History
Current Registrations
Vanderbilt Advisory Services
February 2026 - Present · 8 mos
Vanderbilt Securities, LLCBroker
February 2026 - Present · 8 mos
Previous Registrations
LPL Financial LLC
May 2008 - March 2026 · 17 yrs 10 mos
LPL Financial LLCBroker
May 2008 - March 2026 · 17 yrs 10 mos
Signator Investors, INC.
March 2001 - May 2008 · 7 yrs 2 mos
Signator Investors, INC.Broker
June 1997 - May 2008 · 10 yrs 11 mos
State Registrations4 states
COILINNM
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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