Verified
Nathan Helms grew up in Winter Haven, FL, and began investing when he was just twelve years old with his father’s broker. This early interest in investing led him to a B.A. in Finance from the University of Florida, where he lettered in baseball. Before joining Accurate Advisory Group, he was a financial advisor with both ING Financial Partners, Ameriprise, and LPL Financial. Nathan’s wife Julie works in the energy industry. Nathan’s father is a retired judge, his mother a retired teacher, his brother a firefighter, and his sister is a senior marketing vice president for a healthcare company. The family shares the belief that being of service to others is of utmost importance. This overarching value and his love of investing led Nathan to a career in financial services. Outside of work, Nathan enjoys spending time with friends and family, traveling, reading, and cheering on the Florida Gators.
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.
1
2
FL
06/20/2024 - Present
Accurate Wealth Management, LLC (Saint Petersburg FL)
FL
09/24/2021 - 06/28/2024
LPL FINANCIAL LLC (SAINT PETERSBURG FL)
FL
02/21/2014 - 09/28/2021
AMERIPRISE FINANCIAL SERVICES, LLC (TAMPA FL)
FL
03/25/2008 - 03/03/2014
LPL FINANCIAL LLC (TAMPA FL)
FL
06/29/2007 - 03/24/2008
ING FINANCIAL PARTNERS, INC. (TAMPA FL)
BC
Issued 01/31/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/23/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/28/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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