Meredith Baker Freeman
Investment adviser representative at Accurate Wealth Management, LLC
11 yearsExperience
2 statesRegistered in
$1.7BFirm assets
6 yearsFirm in business
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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
11 years in the industry.
- Accurate Wealth Management, LLCOct 2023 to now
- Aag CapitalOct 2023 to now
- Royal Alliance Associates, Inc.Nov 2018 to Oct 2023
- SiiMay 2017 to Nov 2018
- Hornor Townsend & Kent IncDec 2015 to May 2017
- Penn Mutual Life Insurance CoJan 2015 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (FL, NC).
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
- 4418577
- Firm CRD
- 298137