HELPING HAND RIA, LLC
Firm details
- Headquarters
- Plano, Texas
- CRD number
- 309802
- Fee structure
- Other
Firm profile
FINTRXOverview
Helping Hand Ria, LLC is organized as a limited liability company and is listed in the FINTRX snapshot as an unclassified advisory entity. The firm is identified as having both a domestic-entity and individual ownership structure. Fee arrangements are described generically as "other" rather than standard AUM- or commission-based models. The record indicates the firm is not a capital allocator, not a pension consultant, and is not marked as a related adviser. Regulatory and program flags in the snapshot show Helping Hand Ria, LLC is not an active ESG investor and is not designated as a multi-state or newly formed adviser. The firm lists an industry affiliation with an accountant, suggesting a link to accounting professionals or services in its network or operations.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2PAM DUNCAN
ManagerCRD 2643588
Sean Duncan
President & FounderCRD 7276741
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Plano, TX
COLLIN
Location
Plano, TX
Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- COLLIN
- Address
- 5550 Granite Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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