Patricia Michelleheaton Parker
Investment adviser representative at Accurate Wealth Management, LLC
14 yearsExperience
2 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
14 years in the industry.
- Accurate Wealth Management, LLCAug 2025 to now
- Accurate Wealth ManagmentJul 2025 to now
- Discovery Wealth ManagementOct 2015 to now
- Patricia Heaton Parker, CfpJul 2015 to now
- Protected Promises, Inc.Apr 2012 to now
- Xypn InvestNov 2024 to Mar 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (CA, IN).
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
- 2927338
- Firm CRD
- 298137