About Accurate Advisory Group
Fixing a broken wealth management industry one happy client at a time.
See Disclosures
General Information
Firm Start Year
CRD#
4418577
Firm CRD#
298137
States Licensed in
FL
Years of Experience in Financial Services
16
Work with the following types of clients
Individual Investors, Businesses
Advisory Services Provided
401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Money Management
Compliance
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Securities Licenses
Series 24, Series 7, Series 6, Series 55, Series 66, Series 63
Insurance and Annuity Licenses
Variable Life, Life, Variable Annuity, Annuity
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$500K+
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1892830/financialplanners-Accurate-Advisory-Group-detailed-disclosure.html
Disclaimer
Securities Offered through AAG Capital, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Accurate Wealth Management, LLC an SEC registered investment adviser. Registration does not imply any level of skill or training. Insurance products and services are offered through Accurate Advisory Group and sold through individually licensed and appointed agents in all appropriate jurisdictions.