Ricky Black

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

• 06/1984 → Present
  Horace Mann Investors Inc
  Springfield, IL
• 04/2015 → Present
  Lincoln Investment
  Wyncote, PA
• 04/2015 → Present
  West Coast Financial
  Lutz, FL

Previous Registrations

• 2015-04-07 → 2022-08-01
  Lincoln Investment
  Lutz, FL
• 2015-03-26 → 2015-04-09
  Securities America Advisors, Inc.
  Zephyrhills, FL

Other Businesses

RICK BLACK INSURANCE AGENT POSITION: Agent NATURE: Medicare advantage INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 10 START DATE: 07/01/2016 ADDRESS: 37137 Cullens Trl, zephyrhills FL 33542, United States DESCRIPTION: Medicare advantage and Medicare supplement sales I am appointed with united health care and united american insurance company. I am reporting this because I am appointed personally out side of my LLC and while I don't intend to sell their fixed annuities, they do offer them. I am also Appointed with Human and Care plus for the sale of Medicare advantage and Medicare supplement insurance.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-02-24

Other Names

• Ricky Lyn Black
• Rick Black
• Rick Black
• Ricky Lynn Black