Raymond James Financial Services Advisors
36yrs
Top advisor by experience in Purcellville
23yrs
Based in Purcellville, Virginia, Mark Helm is a fiduciary financial advisor with 23 years of industry experience. Mark has been with Helm Financial Advisors since 2003. Mark holds the CFP® designation.
One of 15 advisors with offices in Purcellville, and one of 14 fiduciaries.
At a glance
Experience23 years (since 2003)
How that compares ?Top 20% by experience in Purcellville
OfficePurcellville, VA
How the firm is paid ?Hourly, Flat fee
Typical client at the firm ?$1.75 million
States licensed ?1 state
Services through Helm Financial Advisors
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2003 – nowHelm Financial Advisors, LLCCurrent firm
Contact Mark
(703) 501-8531Helm Financial Advisors main office Purcellville, VAOffice · Get directions Firm websiteHTTP://WWW.HELMFINANCIALADVISORS.COMIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Mark
Tailored to Mark’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Mark
How do I contact Mark?
Call Helm Financial Advisors at (703) 501-8531 and ask for Mark Helm. Mark works from the Purcellville, VA office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2003, about 23 years. Top 20% by experience in Purcellville.
What licenses does Mark hold?
Series 65. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Helm Financial Advisors reports being paid by hourly fees, flat or fixed fees. Ask Mark 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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