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Paladin Research Report For:

Nathan Helms

Accurate Wealth Management, LLC

CEPA®CIMA®CFP®
2211 Ashley Oaks Circle
Wesley Chapel, FL 33544
813-553-7006

About Nathan Helms

Nathan Helms grew up in Winter Haven, FL, and began investing when he was just twelve years old with his father's broker. This early interest in investing led him to a B.A. in Finance from the University of Florida, where he lettered in baseball. Before joining Accurate Advisory Group, he was a financial advisor with both ING Financial Partners, Ameriprise, and LPL Financial. Nathan's wife Julie works in the energy industry.

Nathan's father is a retired judge, his mother a retired teacher, his brother a firefighter, and his sister is a senior marketing vice president for a healthcare company. The family shares the belief that being of service to others is of utmost importance. This overarching value and his love of investing led Nathan to a career in financial services. Outside of work, Nathan enjoys spending time with friends and family, traveling, reading, and cheering on the Florida Gators.

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

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1854820/paladinregistry-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.