KL
Kyle M. Lonsinger
ACCURATE WEALTH MANAGEMENT
Wesley Chapel, FL 33544
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CRD#: 6698207
KL
Professional summary
Kyle M Lonsinger, CFP®, who also goes by Kyle Mcquaide Lonsinger, Kyle Lonsinger, is a registered financial advisor currently at ACCURATE WEALTH MANAGEMENT, LLC located in Wesley Chapel, Florida and AAG CAPITAL, INC located in Wesley Chapel, Florida.
Kyle is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Kyle has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kyle Mcquaide Lonsinger | Kyle Lonsinger
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.
1- 07/2023 / Non-Variable Insurance / INVESTMENT RELATED / 30 HRS MNTH/ 1 HRS TRADING / 10 TIME SPNT PRCNT 2- 07/2023 / Integrity Wealth / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED
CRS (Client Relationship Summary) - RIA
Click below to view Kyle M Lonsinger'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®
CFP®
Start date: 2020
Experience
Current
June 20, 2024 - Present
ACCURATE WEALTH MANAGEMENT, LLC
Office #1: 2211 Ashley Oaks Circle, Wesley Chapel, FL 33544RIA
CRD#: 298137
Wesley Chapel, FL
Current
June 24, 2024 - Present
AAG CAPITAL, INC
Office #1: 2211 Ashley Oaks Circle, Wesley Chapel, FL 33544BD
CRD#: 188
Wesley Chapel, FL
Past
July 17, 2023 - June 24, 2024
LPL FINANCIAL LLC
RIA
CRD#: 6413
LAND O LAKES, FL
Past
July 14, 2023 - June 24, 2024
LPL FINANCIAL LLC
BD
CRD#: 6413
LAND O LAKES, FL
Past
April 30, 2020 - June 16, 2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
SEWICKLEY, PA
Past
April 30, 2020 - June 16, 2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
SEWICKLEY, PA
Past
January 14, 2019 - March 24, 2020
TD AMERITRADE, INC.
RIA
CRD#: 7870
PITTSBURGH, PA
Past
January 14, 2019 - March 24, 2020
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 111514
Pittsburgh, PA
Past
January 14, 2019 - March 24, 2020
TD AMERITRADE, INC.
BD
CRD#: 7870
PITTSBURGH, PA
Past
January 30, 2018 - January 15, 2019
LPL FINANCIAL LLC
RIA
CRD#: 6413
MONROEVILLE, PA
Past
January 30, 2018 - January 15, 2019
LPL FINANCIAL LLC
BD
CRD#: 6413
MONROEVILLE, PA
Past
October 5, 2016 - January 30, 2018
NATIONWIDE SECURITIES, LLC
RIA
CRD#: 11173
MONROEVILLE, PA
Past
September 1, 2016 - January 30, 2018
NATIONWIDE SECURITIES, LLC
BD
CRD#: 11173
MONROEVILLE, PA
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Colorado(6/24/2024)
RR
Florida(6/24/2024)
IAR
Florida(6/24/2024)
RR
Illinois(6/24/2024)
RR
Massachusetts(6/24/2024)
RR
Minnesota(6/24/2024)
RR
New York(6/24/2024)
IAR
Pennsylvania(6/20/2024)
RR
Pennsylvania(6/24/2024)
RR
Texas(6/24/2024)
RR
Virginia(6/24/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ACCURATE WEALTH MANAGEMENT, LLC
CRD#: 298137Wesley Chapel, FL 33544TRUST BUT VERIFY
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