AdFi
NC

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
18 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 18 states
AlabamaArizonaCaliforniaColoradoFloridaGeorgiaLouisianaMaineMichiganNebraskaNew HampshireNew YorkNorth CarolinaOhioPennsylvaniaSouth CarolinaTexasVirginia
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
6/20/2024 – WESLEY CHAPEL, FL
LPL FINANCIAL LLC
9/24/2021 – 6/28/2024SAINT PETERSBURG, FL
ING FINANCIAL PARTNERS, INC.
6/29/2007 – 3/24/2008TAMPA, FL
LPL FINANCIAL LLC
3/25/2008 – 3/3/2014TAMPA, FL
AMERIPRISE FINANCIAL SERVICES, LLC
2/21/2014 – 9/28/2021TAMPA, FL

Official records & sources

FINRA BrokerCheck record
Official broker registration & regulatory record
SEC IAPD record
SEC investment adviser registration record

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

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.