Nathan Helms
Accurate Wealth Management, LLC
2211 Ashley Oaks Circle
Wesley Chapel, FL 33544
8135537006
About Accurate Wealth Management, LLC
Nathan has dedicated his practice to providing his clients with a comprehensive, well integrated financial plan that encompasses all aspects of their financial lives working in concert to help them pursue their goals. From savings and investing to tax planning and protection as well as a thought out plan for the eventual distribution of your assets in the most efficient, tax advantaged way possible so that your assets have the best chance to last your entire lifetime and perhaps beyond. A staple of Nathan's business is client service. His relationship with clients is unique in the fact that he proactively communicate with them on a regular basis to answer any questions they have and to make sure they remain on track to reach their goals.
See Disclosures
General Information
Firm Start Year
2014
No. of Employees
20-49
CRD#
5362846
Firm CRD#
298137
Insurance License#
p112700
States Licensed in
FL, PA, AL
Years of Experience in Financial Services
17
Number of Years with Current Firm
1
Work Experience
Nathan started with ING (now Voya) in 2007. Moved to LPL in 2008, where he remained for 6 years. Nathan moved to Ameriprise for 7 years. In 2021 he moved back to LPL to form Integrity Wealth. After almost 3 years with LPL, Nathan decided to branch off and begin work with Accurate Wealth Management as a Senior Wealth Advisor.
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Wealth Management
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Compliance Disclosures in Last 5 years
Have a clean record
Criminal Disclosures in Last 5 years
Have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, CIMA®, CEPA®
Securities Licenses
Series 6, Series 7, Series 65, Series 66
Insurance and Annuity Licenses
Disability, Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life
Firm Information
Firm's Number of Managed Clients
3,855
Assets Managed by Firm
$ 780,485,662
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$250,000
Compensation Methods
Based on Assets, Hourly, Flat Fee, Commissions
Minimum Fee Charged for Managed Accounts
$1500
Education
Bachelors in Finance -
University of Florida
08/1/2004 -05/01/2006
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1854820/rothira-Accurate-Wealth-Management,-LLC-detailed-disclosure.html
Disclaimer
Investment advisory services offered through Accurate Wealth Management LLC, an SEC Registered Investment Advisor. Registration does not imply any level of skill or training. Insurance services offered through Accurate Advisory Group Inc. Securities offered through AAG Capital, Inc. Member FINRA & SIPC.