Speaker Details

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Allen Helm

Regional Brokerage Consultant

Fidelity Investments


Alan Helm is a regional brokerage consultant for Fidelity Investments. He is responsible for driving Active Trader production and education and delivering seminars on educational topics, which include fundamental and technical trading, research options, market mechanics, and trading software for clients and prospects. Prior to assuming his current role in April 2013, Mr. Helm was with Charles Schwab, where he served as an active trader regional manager for a nine state region for seven years. He also managed a team of 15 active trader brokers for five years with Charles Schwab and was an account executive for four years in the Chicago region with Schwab. Mr. Helm started his brokerage career in 1991 in Dallas and has experience in the commodities area of the business. He holds Series 7, 8, 9, 10, and 63. Mr. Helm received a BA in history from University of Texas Arlington.