Nima Helmi
Nima Helmi is a registered investment advisor at Bankers Life Advisory Services, INC., based in Corona, CA, with 6 years of industry experience. Nima is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 14,314 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees range from 0.50% to 2.50% annually and are negotiable based on portfolio size and other business considerations.
Fee Estimator
Location
355 E Rincon St 303, Corona, CA, 92879
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
August 2025Criminal
April 2010Other Business Activities
Nima is the CEO of Empire Call Centers LLC, a business solutions services company, since 2015. Nima spends minimal time on this activity and does not have any active contracts.
Employment History
Current Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations7 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
More Advisors
- Sulaiman Mayel, CFPJ.P. Morgan Securities LLC
- Casey Dettorre, CFPLPL Financial LLC
- Steven Ditch, CFPCetera Investment Advisers LLC
- Randall Francis, CFPPacific Capital
- Tipton Huffman, ChFCCetera Investment Advisers LLC
- David Young, CFAAmbrosia Herb Tea, LLC