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Luke L. Helsel

Assistant Wealth Advisor

Legend Financial Advisors Inc

United States, Pennsylvania

About Me

Luke A. Helsel, is an Assistant Wealth Advisor at Legend Financial Advisors, Inc.® (Legend). Luke graduated from Robert Morris University with a Bachelor of Science Degree in Applied Mathematics and a minor in Finance. Luke also earned a Master of Business Administration with a concentration in Business Analytics. As an Assistant Wealth Advisor, Luke’s primary responsibilities include performing investment research, implementing securities’ trades, analyzing client investment portfolios, creating performance reports and preparing financial planning analyses for clients and assisting in training and development of staff members. Luke is a member of the firm’s Finance Team and Investment Co

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Profile Information

Assistant Wealth Advisor

Legend Financial Advisors Inc

Investment Team, Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Pennsylvania

United States

Feb 23, 2025

Work Experience

Legend Financial Advisors Inc

Assistant Wealth Advisor
Email: legend@legend-financial.com

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