Eric Thomas Ling
Investment adviser representative at Accurate Wealth Management, LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Accurate Wealth Management, LLCAug 2024 to now
- Aag Capital, Inc.Aug 2024 to now
- B. Riley Wealth ManagementJul 2022 to Aug 2024
- B. Riley Wealth AdvisorsApr 2020 to Aug 2024
- National Securities CorporationApr 2020 to Jul 2022
- LPL Financial LLCJul 2016 to Apr 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 5474942
- Firm CRD
- 298137