Bobbie Helman has been an investment adviser representative at Parkview Asset Management since February 2024, and is not listed among the firm’s executive officers or direct owners.
Parkview Asset Management, Inc. is an Oakbrook Terrace, IL firm with $206M under management, 179 clients and 2 advisers in one office, as of its March 2026 filing.
Bobbie Helman’s longest registration was 4 years at LPL Financial LLC (2019–2023). Before joining Parkview Asset Management in 2024, Bobbie Helman was registered through Prudential Financial Planning Services and LPL Financial LLC.
- – present · 2 yearsOakbrook Terrace, IL · Adviser representative · Firm CRD 307977
- Prudential Financial Planning Services– · under a yearDowners Grove, IL · Adviser representative · Firm CRD 5685
- LPL Financial LLC– · 4 yearsNaperville, IL · Adviser representative · Firm CRD 6413
- Edward Jones– · under a yearNew Lenox, IL · Adviser representative · Firm CRD 250
Investment adviser representative registrations
Bobbie Helman is registered as an investment adviser representative in Illinois, since February 2024.
- IllinoisSince 6 February 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 14 August 2017 |
| Series 7 | General Securities Representative Examination | 27 July 2017 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 2846861
- Firm
- Parkview Asset Management · CRD 307977
- Office
- ONE PARKVIEW PLAZA, SUITE 117, Oakbrook Terrace, IL 60181
- Registration
- Investment adviser registration
- In the industry since
- October 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Bobbie Helman work?
Bobbie Helman is an investment adviser representative registered through Parkview Asset Management, Inc. since February 2024, and is not listed among the firm’s executive officers or direct owners.
Is Bobbie Helman a financial advisor?
Yes. Bobbie Helman has a current investment-adviser registration in Illinois, through Parkview Asset Management since February 2024.
How many years of experience does Bobbie Helman have?
Bobbie Helman has 8 years in the financial industry, since October 2018, across 4 adviser firms.
What exams has Bobbie Helman passed?
Bobbie Helman has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2017. FINRA credited Bobbie Helman with the SIE, which began in October 2018.
Where did Bobbie Helman work before Parkview Asset Management?
Before Parkview Asset Management, Bobbie Helman was registered through Prudential Financial Planning Services, September 2023 to November 2023; LPL Financial LLC, March 2019 to September 2023; Edward Jones, August 2017 to March 2018.
Where is Bobbie Helman based?
Bobbie Helman’s registered office is in Oakbrook Terrace, IL.
Is Bobbie Helman registered with FINRA?
No. Bobbie Helman has no current broker registration.
How can I verify Bobbie Helman’s record?
Search CRD 2846861 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bobbie Helman’s full registration record.
