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Ricky Lyn Black

Accurate Wealth Management, LLC

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About Ricky Lyn Black

Ricky Lyn Black is an investment advisor representative. Ricky Lyn Black has been in the industry since December 1985. Ricky Lyn Black is currently registered with Accurate Wealth Management, LLC. Previously, Ricky Lyn Black was registered with Lincoln Investment, Securities America, Inc., and Horace Mann Investors Inc. Ricky Lyn Black's current registrations include: Investment Advisor Representative. Ricky Lyn Black has passed the following exams: Uniform Investment Adviser Law Examination, Securities Industry Essentials Examination, and Investment Company Products/Variable Contracts Representative Examination. Ricky Lyn Black is specialized in 1, 4, and 6.

Firm Information

Ricky Black 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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Ricky Black’s Registration & Firm History

FL

01/17/2025 - Present

Accurate Wealth Management, LLC (WESLEY CHAPEL FL)

FL

04/02/2015 - 08/01/2022

LINCOLN INVESTMENT (LUTZ FL)

FL

02/11/2015 - 04/09/2015

SECURITIES AMERICA, INC. (ZEPHYRHILLS FL)

FL

12/03/1985 - 07/14/2014

HORACE MANN INVESTORS INC (ZEPHYRHILLS FL)

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Licenses & Designations

IA

Issued 02/24/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/02/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ricky Lyn Black.
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