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Michael Scott Helveston

Michael S. Helveston

WHITFORD FINANCIAL PLANNING
Exton, PA 19341
Some features on this profile are disabled
CRD#: 3208618
Michael Scott Helveston

Professional summary

Michael Scott Helveston, CFP® is a registered financial advisor currently at WHITFORD FINANCIAL PLANNING located in Exton, Pennsylvania.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Michael has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Scott Helveston's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2004

Experience

Current

May 9, 2023 - Present

WHITFORD FINANCIAL PLANNING

Office #1: 600 Eagleview Boulevard, Suite 300, Exton, PA 19341
RIA
CRD#: 325988
Exton, PA
Past

February 23, 2007 - March 20, 2023

RODGERS & ASSOCIATES

RIA
CRD#: 121700
LANCASTER, PA
Past

July 8, 2003 - February 13, 2007

VANGUARD ADVISERS, INC.

RIA
CRD#: 106715
MALVERN, PA
Past

March 20, 2001 - February 13, 2007

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
MALVERN, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Pennsylvania
(5/9/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/7/2003
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/30/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 6/16/2003
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 3/19/2001
Investment Company Products/Variable Contracts Representative Examination

Current Firm

WF
WHITFORD FINANCIAL PLANNING
WHITFORD FINANCIAL PLANNING | WHITFORD FINANCIAL PLANNING LLC

CRD#: 325988 / SEC#:

Pennsylvania
Registered Investment Advisory firm - (5/9/2023 Approved)
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Contact information

Main Address
600 Eagleview Boulevard, Suite 300, Exton, PA 19341
Mailing Address
Phone number
(484) 881-0070
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts63
AUM (Assets Under Management)$ 18,652,231

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WHITFORD FINANCIAL PLANNING

CRD#: 325988Exton, PA 19341

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