Patricia Michelleheaton Parker

Investment Adviser Representative at ACCURATE WEALTH MANAGEMENT, LLC

Newport Beach, CACRD #2927338Dual-registered

Disclosure(s) on record — see official records below

Sourced from SEC IAPD & FINRA BrokerCheck

Years of Experience

25 yrs

States Registered

2 states

Exams Passed

Registrations & licenses

Registration type

Dual-registered

Registered in 2 states

CaliforniaIndiana

Examinations passed

Series 66

Uniform Combined State Law Examination

Passed 10/30/2003

Series 63

Uniform Securities Agent State Law Examination

Passed 12/29/1997

Series 24

General Securities Principal Examination

Passed 2/17/2004

Series 7

General Securities Representative Examination

Passed 8/13/1999

Series 6

Investment Company Products/Variable Contracts Representative Examination

Passed 12/29/1997

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.

CONSECO SECURITIES, INC.

6/19/2000 – 12/18/2000CARMEL, IN

USALLIANZ SECURITIES, INC.

5/19/2003 – 12/31/2004MINNEAPOLIS, MN

PRIMEVEST FINANCIAL SERVICES, INC.

2/7/2002 – 4/21/2003ST. CLOUD, MN

TRANSAMERICA FINANCIAL ADVISORS, INC

12/15/2004 – 5/9/2011DANA POINT, CA

MADISON AVENUE SECURITIES, INC.

11/9/2011 – 9/5/2012TORRANCE, CA

FRANKLIN FINANCIAL SERVICES CORPORATION

11/1/1999 – 6/16/2000HOUSTON, TX

METLIFE SECURITIES INC.

10/23/2001 – 1/22/2002SPRINGFIELD, MA

METROPOLITAN LIFE INSURANCE COMPANY

10/23/2001 – 1/22/2002NEW YORK, NY

AMERICAN INVESTORS GROUP, INC.

1/17/2001 – 12/31/2001MINNETONKA, MN

PRUCO SECURITIES CORPORATION

1/1/1998 – 10/11/1999NEWARK, NJ

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. Patricia Michelleheaton Parker 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.