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BH

Brandon C. Helms

MARSHBERRY CAPITAL.
Woodmere, OH 44122
Some features on this profile are disabled
CRD#: 5225385
BH

Professional summary

Brandon Cameron Helms, AIF® is a registered financial professional currently at MARSHBERRY CAPITAL, LLC. located in Woodmere, Ohio.

Brandon is registered as a RR (Registered Representative) and started their career in finance in 2006. Brandon has worked at 9 firms and has passed the Series 66, Series 63, Series 79TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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) - BD

Click below to view Brandon Cameron Helms'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®
AIF®

Accredited Investment Fiduciary

Experience

Current

August 2, 2024 - Present

MARSHBERRY CAPITAL, LLC.

Office #1: 28601 Chagrin Boulevard Suite 400, Woodmere, OH 44122
BD
CRD#: 157384
Woodmere, OH
Past

January 8, 2020 - July 30, 2024

COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

RIA
CRD#: 108257
Greensboro, NC
Past

January 8, 2020 - July 30, 2024

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

BD
CRD#: 840
BOSTON, MA
Past

October 2, 2018 - January 4, 2020

GLOBAL RETIREMENT PARTNERS LLC

RIA
CRD#: 172011
Charlotte, NC
Past

November 4, 2011 - December 31, 2019

LPL FINANCIAL LLC

RIA
CRD#: 6413
CHARLOTTE, NC
Past

November 4, 2011 - December 31, 2019

LPL FINANCIAL LLC

BD
CRD#: 6413
CHARLOTTE, NC
Past

October 1, 2009 - June 13, 2011

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
WILMINGTON, NC
Past

September 28, 2009 - June 13, 2011

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
WILMINGTON, NC
Past

February 26, 2008 - June 18, 2009

PRINCIPAL SECURITIES, INC.

RIA
CRD#: 1137
CHARLOTTE, NC
Past

February 4, 2008 - June 18, 2009

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
CHARLOTTE, NC
Past

November 2, 2006 - January 3, 2008

E*TRADE SECURITIES LLC

BD
CRD#: 29106
CHARLOTTE, NC

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
North Carolina
(8/6/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/21/2008
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 11/15/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 9/13/2024
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/1/2006
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

MC
MARSHBERRY CAPITAL, LLC.
MARSHBERRY CAPITAL, INC. | MARSHBERRY CAPITAL, LLC.

CRD#: 157384 / SEC#: , 8-68848

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
28601 Chagrin Boulevard Suite 400, Woodmere, OH 44122
Mailing Address
28601 Chagrin Boulevard Suite 400, Woodmere, OH 44122
Phone number
(440) 354-3230
Established
Ohio since 11/24/2021
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (45 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
MARSH, BERRY & COMPANY, LLCPARENT
HENDERSON, STUART ROBERTFINOP1121476
METZ, MICHAEL JAMESCFO & PRINCIPAL OPERATIONS OFFICER6367067
STOVER, MELISSA MARIECHIEF COMPLIANCE OFFICER6155694
WEPLER, JOHN MARTINCEO5914183

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

MARSHBERRY CAPITAL, LLC.

CRD#: 157384Woodmere, OH 44122

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