MW
Morgan A. Wickline
HELIUM ADVISORS LLC
VANCOUVER, WA 98684
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CRD#: 7404098
MW
Professional summary
Morgan Ann Wickline is a registered financial advisor currently at HELIUM ADVISORS LLC located in Vancouver, Washington.
Morgan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Morgan has worked at 1 firm and has passed the Series 65 exam.
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.
1.Morgan Ann Wickline is a Insurance Agent at Licensed Insurance Agent; Investment related: No; Location: 1910 120th Pl SE Everett WA 98208; Start date: 2022-09-01; Description and Responsibilities Duties: As a licensed insurance agent, Morgan, Rustin, and Roshan can sell life insurance policies. 0 Hours per month during trading; 2 Hours per month outside trading;1% of total yearly compensation to the business.
CRS (Client Relationship Summary) - RIA
Click below to view Morgan Ann Wickline'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®
NoneExperience
Current
July 27, 2021 - Present
HELIUM ADVISORS LLC
Office #1: 222 Ne Park Plaza Dr Park Tower Iii, Suite 116, Vancouver, WA 98684RIA
CRD#: 282356
VANCOUVER, WA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HA
HELIUM ADVISORS LLC
HELIUM ADVISORS | HELIUM ADVISORS LLC
CRD#: 282356 / SEC#: 801-126557
RIA
Registered Investment Advisory firm - (9/15/2022 Approved)Arizona
Registered Investment Advisory firm - (12/7/2022 Terminated)California
Registered Investment Advisory firm - (1/6/2023 Terminated)Texas
Registered Investment Advisory firm - (12/7/2022 Terminated)Washington
Registered Investment Advisory firm - (1/11/2023 Terminated)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
Washington(7/27/2021)
Current Firm
HA
HELIUM ADVISORS LLC
HELIUM ADVISORS | HELIUM ADVISORS LLC
CRD#: 282356 / SEC#: 801-126557
RIA
Registered Investment Advisory firm - (9/15/2022 Approved)Arizona
Registered Investment Advisory firm - (12/7/2022 Terminated)California
Registered Investment Advisory firm - (1/6/2023 Terminated)Texas
Registered Investment Advisory firm - (12/7/2022 Terminated)Washington
Registered Investment Advisory firm - (1/11/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
222 Ne Park Plaza Dr Park Tower Iii, Suite 116, Vancouver, WA 98684
Mailing Address
Phone number
(425) 214-1533
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 896 |
| AUM (Assets Under Management) | $ 308,092,194 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
