Shawn Helman
Shawn Helman is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Greensburg, PA, with 21 years of industry experience. Shawn 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
506 Pellis Road, Greensburg, PA, 15601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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 Registrations11 states
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