Unclaimed Profile

Thomas Edwin Hellings

GIRARD PENSION SERVICES, LLC·ALLENTOWN, Pennsylvania

SIE, Series 4, Series 6, Series 7, Series 14, Series 24, Series 52TO, Series 53, Series 63, Series 65, Series 66Clean record20 years registeredGIRARD PENSION SERVICES, LLC

4600 BROADWAY, ALLENTOWN, PA 18104CRD# 2128581Firm CRD# 117901

Profile Verification

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

Identity

Thomas Edwin Hellings · ALLENTOWN, PA

Registration

CRD #2128581 · GIRARD PENSION SERVICES, LLC · 20 years registered

Brand Profile

Not yet started

Career History

GIRARD PENSION SERVICES, LLC

Jan 2022 – present

GIRARD ADVISORY SERVICES, LLC

Sep 2016 – present

UNIVEST INVESTMENTS, INC.

Mar 2013 – Jan 2016

SOUDERTON, PA

SECURITIES AMERICA ADVISORS, INC.

Nov 2005 – Jul 2012

LANGHORNE, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 6

Series 7

Series 14

Series 24

Series 52TO

Series 53

Series 63

Series 65

Series 66

Registration record

First registered · November 30, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GIRARD PENSION SERVICES, LLC

CRD 117901 · SEC 801-60904

AUM

$557M

Regulatory assets under management

Employees

117 client accounts

Services offered by GIRARD PENSION SERVICES, LLC

Per Form ADV

Selection of other advisers

Publication of periodicals/newsletters

View all advisors at GIRARD PENSION SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Thomas Edwin Hellings offer?

Thomas Edwin Hellings specializes in Wealth Management, Fee-Only Advisory. Contact their office in ALLENTOWN, Pennsylvania for a consultation.

What are Thomas Edwin Hellings's credentials?

Thomas Edwin Hellings is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas Edwin Hellings located?

Thomas Edwin Hellings is based in ALLENTOWN, Pennsylvania, working with GIRARD PENSION SERVICES, LLC. Their office serves clients in the ALLENTOWN metropolitan area and surrounding communities.

How does Thomas Edwin Hellings charge for services?

Thomas Edwin Hellings'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 GIRARD PENSION SERVICES, LLC?

GIRARD PENSION SERVICES, LLC has approximately 14 employees and manages $557M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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