Frederick Lawrence Helmick

Employer firm

Trustmont Advisory Group, Inc. CRD 106015

$1.40B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2000 → Present
  Helmick & Co Wealth Advisors Llc.
  Philadelphia, PA
• 01/2016 → Present
  Trustmont Financial Group, Inc.
  Greensburg, PA
• 01/2016 → Present
  Trustmont Advisory Group, Inc.
  Greensburg, PA

Previous Registrations

• 2004-09-10 → 2015-12-31
  American Portfolios Advisors, Inc
  Holbrook , NY
• 2004-01-07 → 2004-06-04
  Pmg Asset Management Inc
  Philadelphia, PA

Other Businesses

1. FREDERICK HELMICK CPA, TAX PREPARATION 455 DRESHERTOWN RD. FORT WASHINGTON, PA 19034 SOLE PROPRIETOR, FLAT FEE. NOT SECURITIES RELATED. START DATE 4/1998. 100% OWNERSHIP. 10 HOURS DEVOTED PER MONTH, 3 HOURS DEVOTED DURING MARKET HOURS. 2. HELMICK & COMPANY WEALTH ADVISORS, LLC - SECURITIES, INSURANCE AND ADVISORY BUSINESS. START DATE, 4/1998. 100% OWNERSHIP, 40 HPW DURING SECURITES TRADING HOURS. DUTIES INCLUDE MANAGEMENT, SECURITIES AND INSURANCE ADVICE AND FINANCIAL PLANNING. 3. 1/1/2016-CONSULTANT IN FOCUS GROUPS. 4 HPY NOT DURING SECURITIES TRADING HOURS. 4. JOURNAL OF FINANCIAL SERVICE PROFESSIONALS, ONE UNIVERSITY PLACE, CHESTER,PA 19013. START DATE 1/1/2019-ASSOCIATE EDITOR. 2 HPW NOT DURING SECURITIES TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-08-12
• S63 Uniform Securities Agent State Law Examination
  1999-02-23

Designations

• Certified Financial Planner

Other Names

• Frederick Lawrence Jr Helmick