RB
Ricky L. Black
ACCURATE WEALTH MANAGEMENT
Zephyrhills, FL
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CRD#: 1401203
RB
Professional summary
Ricky Lyn Black, who also goes by Rick Black, Ricky Lynn Black, is a registered financial advisor currently at ACCURATE WEALTH MANAGEMENT, LLC located in Zephyrhills, Florida.
Ricky is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Ricky has worked at 5 firms and has passed the Series 65, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Rick Black | Ricky Lynn Black
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
RICK BLACK INSURANCE AGENT POSITION: Agent NATURE: Medicare advantage INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 10 START DATE: 07/01/2016 ADDRESS: 37137 Cullens Trl, zephyrhills FL 33542, United States DESCRIPTION: Medicare advantage and Medicare supplement sales I am appointed with united health care and united american insurance company. I am reporting this because I am appointed personally out side of my LLC and while I don't intend to sell their fixed annuities, they do offer them. I am also Appointed with Human and Care plus for the sale of Medicare advantage and Medicare supplement insurance.
CRS (Client Relationship Summary) - RIA
Click below to view Ricky Lyn Black's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 4, 2022 - Present
ACCURATE WEALTH MANAGEMENT, LLC
RIA
CRD#: 298137
Zephyrhills, FL
Past
April 7, 2015 - August 1, 2022
LINCOLN INVESTMENT
RIA
CRD#: 519
LUTZ, FL
Past
April 2, 2015 - August 1, 2022
LINCOLN INVESTMENT
BD
CRD#: 519
LUTZ, FL
Past
March 26, 2015 - April 9, 2015
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
ZEPHYRHILLS, FL
Past
February 11, 2015 - April 9, 2015
SECURITIES AMERICA, INC.
BD
CRD#: 10205
ZEPHYRHILLS, FL
Past
December 3, 1985 - July 14, 2014
HORACE MANN INVESTORS, INC.
BD
CRD#: 11643
ZEPHYRHILLS, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
ACCURATE WEALTH MANAGEMENT, LLC
ACCURATE WEALTH MANAGEMENT, LLC | SEACURE ADVISORS, LLC | RHODES CAPITAL MANAGEMENT, INC | PROVIDENT WEALTH MANAGEMENT, LLC | PLANNING NETWORK PARTNERS, LLC | OBJECTIVE ADVISORY | NORTHLAND RETIREMENT GROUP | MEDALLION FINANCIAL RESOURCES | CENTRIC CAPITAL ADVISORS, LLC | CCA FAMILY OFFICES | BREEZE FINANCIAL, LLC | BERTELSEN ASSET MANAGEMENT, LLC | BERTELSEN & TAYLOR ASSET MANAGEMENT, LLC
CRD#: 298137 / SEC#: 801-117600
RIA
Registered Investment Advisory firm - (11/6/2019 Approved)Florida
Registered Investment Advisory firm - (11/12/2019 Terminated)New Jersey
Registered Investment Advisory firm - (11/30/2019 Terminated)Tennessee
Registered Investment Advisory firm - (11/13/2019 Terminated)Texas
Registered Investment Advisory firm - (11/12/2019 Terminated)Wisconsin
Registered Investment Advisory firm - (11/12/2019 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(8/4/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AW
ACCURATE WEALTH MANAGEMENT, LLC
ACCURATE WEALTH MANAGEMENT, LLC | SEACURE ADVISORS, LLC | RHODES CAPITAL MANAGEMENT, INC | PROVIDENT WEALTH MANAGEMENT, LLC | PLANNING NETWORK PARTNERS, LLC | OBJECTIVE ADVISORY | NORTHLAND RETIREMENT GROUP | MEDALLION FINANCIAL RESOURCES | CENTRIC CAPITAL ADVISORS, LLC | CCA FAMILY OFFICES | BREEZE FINANCIAL, LLC | BERTELSEN ASSET MANAGEMENT, LLC | BERTELSEN & TAYLOR ASSET MANAGEMENT, LLC
CRD#: 298137 / SEC#: 801-117600
RIA
Registered Investment Advisory firm - (11/6/2019 Approved)Florida
Registered Investment Advisory firm - (11/12/2019 Terminated)New Jersey
Registered Investment Advisory firm - (11/30/2019 Terminated)Tennessee
Registered Investment Advisory firm - (11/13/2019 Terminated)Texas
Registered Investment Advisory firm - (11/12/2019 Terminated)Wisconsin
Registered Investment Advisory firm - (11/12/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2211 Ashley Oaks Circle, Wesley Chapel, FL 33544
Mailing Address
Phone number
(813) 994-0984
Established
Firm type
Fiscal year end
# of Employees
41
SEC notice filing (40 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,363 |
| AUM (Assets Under Management) | $ 1,148,887,091 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
