Be advised. This firm is no longer registered.

Accurate Financial Solutions

Accurate Financial Solutions (CRD# 175354) is a financial advisory firm headquartered in Roseville, CA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Accurate Financial Solutions
Showing 1 - 1 of 1 top financial advisors.
James M. Mabbutt
CRD#: 1781052
2260 Douglas Boulevard, Suite 290, Roseville, CA 95661

James Mabbutt (CRD# 1781052) is an Investment Advisor Representative working at Accurate Financial Solutions in Roseville, CA and has over 29 years of experience in the finance industry. James Mabbutt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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