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EL
CFP
EL
CFP

Eric Thomas Ling

Accurate Wealth Management, LLC
17 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Accurate Wealth Management, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
48 advisors
Number of Clients
2,989 clients
Average Client Portfolio
$384K average
Assets Under Management
$1.1B

Fee Structure

Location

2211 Ashley Oaks Circle, Wesley Chapel, FL, 33544

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Accurate Wealth Management, LLC
August 2024 - Present · 1 yr 6 mos
Aag Capital, INCBroker
August 2024 - Present · 1 yr 6 mos
Previous Registrations
B. Riley Wealth ManagementBroker
July 2022 - August 2024 · 2 yrs 1 mo
B. Riley Wealth Advisors, INC.
April 2020 - August 2024 · 4 yrs 4 mos
National Securities CorporationBroker
April 2020 - July 2022 · 2 yrs 3 mos
LPL Financial LLC
August 2016 - April 2020 · 3 yrs 8 mos
LPL Financial LLCBroker
July 2016 - April 2020 · 3 yrs 9 mos
USAA Financial Planning Services
March 2010 - August 2016 · 6 yrs 5 mos
USAA Financial Advisors, INC.Broker
March 2010 - August 2016 · 6 yrs 5 mos
Hornor, Townsend & Kent, INC.
February 2008 - February 2010 · 2 yrs
Hornor, Townsend & Kent, INC.Broker
January 2008 - February 2010 · 2 yrs 1 mo
State Registrations4 states
FLGAMDNJ
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Eric Thomas Ling - Financial Advisor | TrueAdvisor