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Kyle M Lonsinger

Accurate Wealth Management, LLC

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About Kyle M Lonsinger

Kyle Lonsinger is a financial advisor at Accurate Wealth Management, LLC. Kyle has been in the financial services industry since 2016. Kyle is registered with FINRA and holds the Series 7 and 66 licenses. Kyle is a CERTIFIED FINANCIAL PLANNER™ professional. Accurate Wealth Management, LLC is an SEC-registered investment advisor with offices in Wesley Chapel, FL. The firm provides financial planning, portfolio management for individuals and investment advisory services.

Firm Information

Kyle Lonsinger 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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Kyle Lonsinger’s Registration & Firm History

FL

06/20/2024 - Present

Accurate Wealth Management, LLC (Wesley Chapel FL)

FL

07/14/2023 - 06/24/2024

LPL FINANCIAL LLC (LAND O LAKES FL)

PA

04/30/2020 - 06/16/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SEWICKLEY PA)

PA

01/14/2019 - 03/24/2020

TD AMERITRADE, INC. (PITTSBURGH PA)

PA

01/30/2018 - 01/15/2019

LPL FINANCIAL LLC (MONROEVILLE PA)

PA

09/01/2016 - 01/30/2018

NATIONWIDE SECURITIES, LLC (MONROEVILLE PA)

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Licenses & Designations

BOTH

Issued 09/30/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/01/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kyle M Lonsinger.
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