Meredith Freeman
Accurate Advisory Group
2211 Ashley Oaks Circle
Wesley Chapel, FL 33544
9175020936
About Accurate Advisory Group
Fixing a broken wealth management industry one happy client at a time.
See Disclosures
General Information
Firm Start Year
CRD#
4418577
Firm CRD#
298137
States Licensed in
FL
Years of Experience in Financial Services
16
Work with the following types of clients
Individual Investors, Businesses
Advisory Services Provided
Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Financial Advice & Consulting
Compliance
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Securities Licenses
Series 6, Series 7, Series 24, Series 55, Series 63, Series 66
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$500K+
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1892830/rothira-Accurate-Advisory-Group-detailed-disclosure.html
Disclaimer
Securities Offered through AAG Capital, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Accurate Wealth Management, LLC an SEC registered investment adviser. Registration does not imply any level of skill or training. Insurance products and services are offered through Accurate Advisory Group and sold through individually licensed and appointed agents in all appropriate jurisdictions.