Advisor at Accurate Wealth Management, LLC
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Location
Lake Village, AR 71653
Credentials
Series 63, Series 65
Industry experience
32 years
Roger Davis is a financial advisor at Accurate Wealth Management, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Accurate Wealth Management since 2020. Prior to this, he was associated with Centric Capital Advisors, LLC and Centric Capital. Davis serves as a board member of the Chicot County Arkansas Board of Equalization, which addresses property tax disputes. Accurate Wealth Management serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, charities, and corporations. The firm employs an individualized asset-allocation approach focused on value, safety, quality, and risk control, managing a broad range of investment instruments and utilizing both in-house and third-party subadvisers.
Based on Accurate Wealth Management, LLC
Based on Accurate Wealth Management, LLC
Fixed fees range between $1,000 and $100,000 for financial planning
up to 2.50% annually
$250 per hour for financial planning
20% performance fee annually in arrears on a high-water mark basis for qualified clients
111 Main Street
Lake Village, AR 71653
Arkansas · California · Mississippi
Accurate Wealth Management, LLC
2020 - Present (6 years)
Centric Capital Advisors, LLC
2018 - 2018 (1 year)
Centric Capital
2016 - Present (10 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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