Unclaimed Profile

Helen Theresa Doyle

JANUARY CAPITAL ADVISORS LLC·SAN FRANCISCO, California

SIE, Series 6, Series 7, Series 63, Series 65CFPClean record18 years registeredJANUARY CAPITAL ADVISORS LLC

855 SANSOME STREET, SAN FRANCISCO, CA 94111CRD# 5104201Firm CRD# 177514

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Helen Theresa Doyle · SAN FRANCISCO, CA

Registration

CRD #5104201 · JANUARY CAPITAL ADVISORS LLC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: JANUARY CAPITAL ADVISORS LLC

LPL FINANCIAL LLC

May 2016 – Jun 2023

SAN FRANCISCO, CA

JANUARY CAPITAL ADVISORS LLC

May 2015 – May 2016

SAN FRANCISCO, CA

AMERITAS INVESTMENT CORP

Aug 2007 – May 2015

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · August 29, 2007

Years registered · 18

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JANUARY CAPITAL ADVISORS LLC

CRD 177514 · SEC 801-111841

AUM

$216M

Regulatory assets under management

Employees

889 client accounts

Services offered by JANUARY CAPITAL ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at JANUARY CAPITAL ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Helen Theresa Doyle offer?

Helen Theresa Doyle specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are Helen Theresa Doyle's credentials?

Helen Theresa Doyle holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Helen Theresa Doyle located?

Helen Theresa Doyle is based in SAN FRANCISCO, California, last registered with JANUARY CAPITAL ADVISORS LLC.

How does Helen Theresa Doyle charge for services?

Helen Theresa Doyle's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JANUARY CAPITAL ADVISORS LLC?

JANUARY CAPITAL ADVISORS LLC has approximately 4 employees and manages $216M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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