Shawn Helman
Shawn Helman is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Greensburg, PA, with 22 years of industry experience. Shawn is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
506 Pellis Road, Greensburg, PA, 15601
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Shawn sells fixed insurance products, including life, health, and disability insurance, with various companies. He is also a senior executive at C.B. Tracy & Associates, Inc. and a partner in Eastwood Professional Centers II, a real estate venture, and CEO of C.B. Tracy & Associates, Inc. DBA Tracyco, managing personnel in the administration department.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Bill Few Associates, INC.
Bill Few Securities, INC.Broker
State Registrations12 states
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
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