Carolyn Butler Howard
Investment adviser representative at Accurate Wealth Management, LLC
12 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$1.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Aag Capital, Inc.Feb 2022 to now
- Accurate Wealth Management, LLCOct 2021 to now
- Seacure Advisors LLCJan 2014 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1996
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 4 states (FL, KY, MA, SC).
Accurate Wealth Management, LLC
$1.7BAssets managed
2,612Clients
48Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2391466
- Firm CRD
- 298137