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Eric Thomas Ling

Accurate Wealth Management, LLC

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About Eric Thomas Ling

Eric Thomas Ling is an investment advisor representative at Accurate Wealth Management, LLC. Eric has been in the financial services industry for over 16 years. Eric holds the Series 66 and Series 7 licenses and is also a Certified Financial Planner. Eric's previous experience includes roles at B. Riley Wealth Management, National Securities Corporation, LPL Financial LLC, and USAA Financial Advisors, Inc. Eric's firm provides portfolio management for individuals and selection of other advisers. The firm also provides financial planning services.

Firm Information

Eric Ling 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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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fixed fees

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

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percentage of assets

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

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performance-based fees

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

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Eric Ling’s Registration & Firm History

FL

08/20/2024 - Present

Accurate Wealth Management, LLC (WESLEY CHAPEL FL)

FL

07/22/2022 - 08/15/2024

B. RILEY WEALTH MANAGEMENT (TAMPA FL)

FL

04/09/2020 - 07/22/2022

NATIONAL SECURITIES CORPORATION (TAMPA FL)

FL

07/29/2016 - 04/15/2020

LPL FINANCIAL LLC (TAMPA FL)

FL

03/10/2010 - 08/04/2016

USAA FINANCIAL ADVISORS, INC. (TAMPA FL)

NY

01/15/2008 - 02/26/2010

HORNOR, TOWNSEND & KENT, INC. (BROOKLYN NY)

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Licenses & Designations

BOTH

Issued 02/02/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/14/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric Thomas Ling.
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