Thomas Edwin Hellings
Investment Adviser Representative at Girard Pension Services, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Thomas Edwin Hellings is an investment adviser representative in Souderton, PA, currently registered with Girard Pension Services, LLC and Girard Advisory Services, LLC. They have worked in the securities industry since 1993 and have been registered with 4 firms, including Univest Investments, Inc. and Securities America Advisors, Inc. They have passed 11 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in Pennsylvania.
Registrations & licenses
- Investment adviser:
- Pennsylvania
- Broker:
3 states and territories
Indiana, Ohio, Pennsylvania
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- GIRARD INVESTMENT SERVICES, LLC f/k/a UNIVEST INVESTMENTS, INCFeb 2013 – no end date reportedSouderton, PA
- GIRARD ADVISORY SERVICES, LLC f/k/a GIRARD PARTNERS, LTDSep 2016 – no end date reportedKing Of Prussia, PA
- Girard Pension Services, LLCJan 2019 – no end date reportedAllentown, PA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Girard Pension Services, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Souderton, PA
Other advisors whose filed branch office is in the same city.
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