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Alex Helms
from Iht Wealth Management LLC
Alex Helms is a financial advisor based in Illinois, Chicago,
with 16 years of experience. Alex currently works for
Iht Wealth Management LLC.
Alex maintains the following licenses: S66 (Uniform Combined State Law Examination), S63 (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Alex Helms works at Iht Wealth Management LLC
Iht Wealth Management LLC is a financial advisory firm based in Chicago, Illinois. It currently has approximately $4,007,862,698 of assets under management and employs about 219 people. Iht Wealth Management LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and financial planning fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Uniform Securities Agent State Law Examination (S63)
Years registered
1 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and financial planning fees
Office location
123 N. Wacker Dr., Suite 2300, Chicago, Illinois, 60606
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