Helen Taormina
Helen Taormina is a registered investment advisor at Raymond James & Associates, INC., based in Chambersburg, PA, with 9 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
25 Pencraft Avenue, Suite 401-402, Chambersburg, PA, 17201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Helen owns rental real estate through Ben Mar LLC since 2010 and BenMar Assoc. LLC since 2009, but her husband manages the properties and she has minimal responsibilities related to these businesses.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations15 states
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