Nathan Helms grew up in Winter Haven, FL, and began investing when he was just twelve years old with his fathers 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.
Nathan has dedicated his practice to providing his clients with a comprehensive, well integrated financial plan that encompasses all aspects of their financial lives working in concert to help them pursue their goals. From savings and investing to tax planning and protection as well as a thought out plan for the eventual distribution of your assets in the most efficient, tax advantaged way possible so that your assets have the best chance to last your entire lifetime and perhaps beyond. A staple of Nathan's business is client service. His relationship with clients is unique in the fact that he proactively communicate with them on a regular basis to answer any questions they have and to make sure they remain on track to reach their goals.
General Information |
| Firm Start Year: | 2014 | |
| No. of Employees: | 20-49 | |
| Insurance License#: | p112700 |
| States Licensed in: | FL, PA, AL |
| Number of Years with Current Firm: | 1 |
| Work Experience: | Nathan started with ING (now Voya) in 2007. Moved to LPL in 2008, where he remained for 6 years. Nathan moved to Ameriprise for 7 years. In 2021 he moved back to LPL to form Integrity Wealth. After almost 3 years with LPL, Nathan decided to branch off and begin work with Accurate Wealth Management as a Senior Wealth Advisor. |
| Advisory Services Provided: | Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Wealth Management |
Services |
| Investment Types: | Exchange Traded Funds (ETFs), Commodities, Insurance, Annuities, Stocks, Bonds, Alternative Investments, Mutual Funds |
| Can meet clients in the following ways: | Your Office, Video Conference, Your Home, Our Office, Phone, Email |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Disability, Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life |
Firm Information |
| Firm's Number of Managed Clients: | 3,855 |
| Assets Managed by Firm: | $ 780,485,662 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $250,000 |
| Compensation Methods: | Based on Assets, Hourly, Flat Fee, Commissions |
| Minimum Fee Charged for Managed Accounts: | $1500 |
Education |
| Bachelors in Finance | University of Florida 08/1/2004-05/01/2006 |
FAQs |
Why should I choose you as my financial advisor?I put clients interests first, no conflicts of interest when I recommend solutions. I am dedicated to providing my clients with unparaleled service and communication as well as cutting edge investment solutions. Relaxed approach no selling or pushing products. My ultimate job is to help you make an informed decision that you are 100% comfortable with. |
What are your qualifications? What is your education background?Certified Financial Planner, Certified Investment Management Analyst, Certified Divorce Financial Analyst, Series 6,7,65, 63. Grauduated Cum Laude with Finance degree from the University of Florida |
How are you compensated? How will I pay for your services?Fee, commission, hourly rate, depends on clients preference |
If you are going to manage my account, will you obtain my permission every time you buy or sell something?Absolutely with no exceptions |
How many clients do you currently manage?100 |
Disclosures |
| WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Disclaimer |
| Investment advisory services offered through Accurate Wealth Management LLC, an SEC Registered Investment Advisor. Registration does not imply any level of skill or training. Insurance services offered through Accurate Advisory Group Inc. Securities offered through AAG Capital, Inc. Member FINRA & SIPC. |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Compliance Disclosures in Last 5 years:
Have a clean record
Criminal Disclosures in Last 5 years:
Have a clean record
| Mon. | 9:00 AM - 5:00 PM |
| Tue. | 9:00 AM - 5:00 PM |
| Wed. | 9:00 AM - 5:00 PM |
| Thu. | 9:00 AM - 5:00 PM |
| Fri. | 9:00 AM - 4:00 PM |
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