NathanHelms- Financial Advisor Wesley Chapel, FL

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About Nathan Helms

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

Number of Years with Current Firm

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

Registered Representative

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.

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Paladin Research Report For:

Nathan Helms

Accurate Wealth Management, LLC