Rick Orin Helbing

Investment Adviser Representative at ACCURATE WEALTH MANAGEMENT, LLC

WESLEY CHAPEL, FLCRD #1348165Investment Adviser Rep

No disclosures on record

Sourced from SEC IAPD & FINRA BrokerCheck

Years of Experience

20 yrs

States Registered

1 states

Exams Passed

Registrations & licenses

Registration type

Investment Adviser Rep

Registered in 1 states

Florida

Examinations passed

Series 22

Direct Participation Programs Representative Examination

Passed 8/8/1985

Series 6

Investment Company Products/Variable Contracts Representative Examination

Passed 6/25/1985

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.

LPL FINANCIAL LLC

9/8/2009 – 8/8/2014SARASOTA, FL

CIGNA FINANCIAL ADVISORS,INC.

6/26/1985 – 12/31/1993RADNOR, PA

MUTUAL SERVICE CORPORATION

1/5/1995 – 9/8/2009SARASOTA, FL

DONNELLAN HAYLETT & CO., INC.

1/10/1994 – 12/31/1994SARASOTA, 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. Rick Orin Helbing 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.