James
Ball
Accurate Wealth Management, LLC
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About this Advisor
James Ball is a certified financial planner and chartered financial consultant operating in Wesley Chapel, Florida with 1 year of relevant experience. Ball is currently employed by Accurate Wealth Management, LLC. During their career, Ball has held roles at Independent Financial Group, Woodbury Financial Services, Usa Financial Securities and Lpl Financial, LLC. Ball has a Series 63 license, which qualifies them as a securities representative, and is approved to operate in Florida. Accurate Wealth Management, LLC is a firm operating out of Wesley Chapel, FL. It has offices in 10 locations and a total of 38 people on staff. It handles $473 million in assets under management among its 2,992 client accounts, making it one of the bigger firms in the nation by assets under management. Of its 2,992 accounts, just 5% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Accurate Wealth Management, LLC provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors largely vary depending on which service is provided. Fees billed by Accurate Wealth Management, LLC most likely consist of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Accurate Wealth Management, LLC Brokerage Details
$473,420,186
38
2,992
$158,229
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
James Ball Work History
James has been registered as a financial advisor for 1 years.*
Independent Financial Group
Lpl Financial, LLC
Usa Financial Securities
Woodbury Financial Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Ball to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Accurate Wealth Management, LLC
Wesley Chapel, FL
Wesley Chapel, FL
Wesley Chapel, FL
Wesley Chapel, FL
Sarasota, FL
Wesley Chapel, FL
Wesley Chapel, FL
Wesley Chapel, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
