linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Bryan Joseph Hamer

Accurate Wealth Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Bryan? Claim Your Profile

About Bryan Joseph Hamer

Bryan Hamer is a financial advisor with Accurate Wealth Management, LLC. Bryan is based in Wesley Chapel, FL and has been in the industry since 2015. Bryan also previously worked at INTERNATIONAL ASSETS ADVISORY, LLC, HORNOR, TOWNSEND & KENT, INC. and NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC. Bryan holds the Series 6, Series 6TO, and Series 65 licenses. Bryan provides financial planning, portfolio management for individuals, and selection of other advisors.

Firm Information

Bryan Hamer is currently registered with Accurate Wealth Management, LLC. Accurate Wealth Management, LLC is a Registered Investment Advisor with the SEC, headquartered in Wesley Chapel, FL. They offer financial planning, portfolio management for individuals, and selection of other advisors, and participate in wrap fee programs. The firm manages over $780,000,000 in assets for approximately 3,855 clients, primarily individuals, including high-net-worth individuals. They have a team of 26 licensed agents, 25 Investment Adviser Representatives, 21 registered representatives, and 28 investment advisory functions. You can learn more about their services at their website: https://accurateadvisorygroup.com/.
Accurate Wealth Management, LLC

2211 ASHLEY OAKS CIRCLE

WESLEY CHAPEL, FL 33544

$780.49M

Assets Under Management

Not reported

Total Clients

36

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Bryan Hamer’s Registration & Firm History

FL

11/21/2019 - Present

Accurate Wealth Management, LLC (WESLEY CHAPEL FL)

FL

09/30/2020 - 05/18/2021

INTERNATIONAL ASSETS ADVISORY, LLC (WESLEY CHAPEL FL)

FL

11/24/2015 - 06/15/2017

HORNOR, TOWNSEND & KENT, INC. (TAMPA FL)

FL

05/27/2015 - 11/24/2015

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (TAMPA FL)

Not sure if Bryan Joseph Hamer is right for you?

Licenses & Designations

IA

Issued 11/04/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/28/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/15/2017

SIE - Securities Industry Essentials Examination

BC

Issued 05/27/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bryan Joseph Hamer.
Not sure if Bryan Joseph Hamer is right for you?