Ricky Black, financial advisor Wesley Chapel FL

Ricky Black

CRD Number: 1401203
Current Firm: Accurate Wealth Management, LLC

Ricky Black (CRD# 1401203) is an Investment Advisor Representative working at Accurate Wealth Management, LLC in Wesley Chapel, FL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Investment Wyncote, PA Apr 2015 - Current 8
West Coast Financial Lutz, FL Apr 2015 - Current 8
Horace Mann Investors Inc. Springfield, IL Jun 1984 - Current 39
Securities America Inc. Zephyrhills, FL Feb 2015 - Mar 2015 < 1
Securities America Advisors Zephyrhills, FL Feb 2015 - Mar 2015 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2015
Contact Info for Ricky L. Black
Phone Number: 813-994-0984
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    473
    MILLIONS
  • Total Number of Accounts
    2,992
    ACCOUNTS
  • Average Account Value
    $158,229
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AR, AZ, CA, FL, ID, IL, IN, KY, MA, MN, MO, MS, NC, NJ, NY, OH, PA, SC, SD, TN, TX, UT, VA, WA, WI

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