Eric Thomas Ling

Employer firm

Accurate Wealth Management, LLC CRD 298137

$1.71B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → 04/2020
  Lpl Financial Llc
  Tampa, FL
• 04/2020 → 07/2022
  National Securities Corporation
  Tampa, FL
• 04/2020 → 08/2024
  B. Riley Wealth Advisors
  Tampa, FL
• 07/2022 → 08/2024
  B. Riley Wealth Management
  Tampa, FL
• 08/2024 → Present
  Aag Capital, Inc.
  Tampa, FL
• 08/2024 → Present
  Accurate Wealth Management, Llc
  Wesley Chapel, FL

Previous Registrations

• 2020-04-13 → 2024-08-15
  B. Riley Wealth Advisors, Inc.
  Tampa, FL
  Tampa, FL
• 2016-08-02 → 2020-04-15
  Lpl Financial Llc
  Tampa, FL
• 2010-03-11 → 2016-08-04
  Usaa Financial Planning Services
  Tampa, FL
  San Antonio, TX
• 2008-02-05 → 2010-02-26
  Hornor, Townsend & Kent, Llc
  Brooklyn, NY
  Brooklyn, NY
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2008-02-02

Designations

• Certified Financial Planner