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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Paul Ball is an Investment Advisor Representative at Accurate Wealth Management, LLC. James is a financial professional who specializes in helping individuals, high net worth individuals, and families plan for their future. James is a Certified Financial Planner™ and a Chartered Financial Consultant. James has more than 20 years of experience in the financial services industry.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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FL
08/22/2022 - Present
Accurate Wealth Management, LLC (SOUTH VENICE FL)
FL
08/15/2022 - 08/08/2024
AAG CAPITAL, INC (Venice FL)
FL
09/03/2019 - 08/15/2022
INDEPENDENT FINANCIAL GROUP, LLC (VENICE FL)
FL
09/30/2016 - 09/11/2019
LPL FINANCIAL LLC (VENICE FL)
FL
01/07/2015 - 09/29/2016
USA FINANCIAL SECURITIES CORPORATION (Venice FL)
FL
01/06/2009 - 01/09/2015
WOODBURY FINANCIAL SERVICES, INC. (VENICE FL)
FL
02/14/2008 - 12/31/2008
NATIONAL PLANNING CORPORATION (ST. PETERSBURG FL)
FL
08/01/2005 - 02/14/2008
SIGMA FINANCIAL CORPORATION (VENICE FL)
OH
04/11/2000 - 08/01/2005
NATIONWIDE SECURITIES, INC. (COLUMBUS OH)
TX
04/07/1998 - 03/06/2000
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
NE
02/12/1997 - 03/19/1998
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
BC
Issued 06/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2005
Series 7 - General Securities Representative Examination
BC
Issued 02/11/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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