Wells Fargo Advisors
47yrs
Top 1% by experience in Fort Worth
22yrs
Robert Helm has worked in the financial industry for 22 years and is a fiduciary financial advisor based in Fort Worth, Texas. After five years at Securities America Advisors and five years at LPL Financial, Robert joined Helm Investment in 2021, a firm offering investment management and private fund management. Helm Investment reports being paid through a percentage of assets and performance-based fees.
One of 1842 advisors with offices in Fort Worth, and one of 1738 fiduciaries.
At a glance
Experience22 years (since 2005)
How that compares ?Top 23% by experience in Fort Worth
Office1617 Park Place Ave. Suite 110, Fort Worth, TX 76110
FirmHelm Investment
How the firm is paid ?Percent of assets, Performance fee
Typical client at the firm ?$346,429
States licensed ?2 states
Services through Helm Investment
Investment management for individuals and small businessesManaging private funds
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowHelm InvestmentCurrent firm
- 2017 – 2021Securities America Advisors, Inc.Previously
- 2011 – 2017LPL Financial LLCPreviously
- 2008 – 2011Invest Financial CorporationPreviously
- 2005 – 2007Charles Schwab & CO., Inc.Previously
Contact Robert
(818) 451-7642Helm Investment main office 1617 Park Place Ave. Suite 110Fort Worth, TX 76110Office · Get directions
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- Your firm can charge performance-based fees. Would that apply to me?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Helm Investment at (818) 451-7642 and ask for Robert Helm. Robert works from the Fort Worth, TX office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2005, about 22 years. Top 23% by experience in Fort Worth.
What licenses does Robert hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Helm Investment reports being paid by a percentage of the assets they manage, a share of investment gains. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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