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Nathan Campbell Helms

Investment Adviser Representative at ACCURATE WEALTH MANAGEMENT, LLC

Saint Petersburg, FLCRD #5362846Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
19 yrs
States Registered
4 states
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Nathan Campbell Helms has worked in the securities industry since 2007. They have passed the Series 65, 63, 7, and 6 examinations. They are registered to provide investment advisory services in Alabama, Florida, New Hampshire, and Pennsylvania.

Registrations & licenses

Registration type
Dual-registered
Registered in 4 states
AlabamaFloridaNew HampshirePennsylvania
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 1/31/2008
Series 65
Uniform Investment Adviser Law Examination
Passed 7/23/2007
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 4/14/2008
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 6/28/2007

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Accurate Wealth Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

AAG CAPITAL, INCCurrent
6/20/2024Saint Petersburg, FL
ACCURATE WEALTH MANAGEMENT, LLCCurrent
6/20/2024Saint Petersburg, FL
LPL FINANCIAL LLC
9/24/20216/28/2024Saint Petersburg, FL
AMERIPRISE FINANCIAL SERVICES, LLC
3/3/20149/28/2021Tampa, FL
LPL FINANCIAL LLC
3/28/20083/3/2014Tampa, FL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Nathan Campbell Helms has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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