AUMdb
PM

Patricia Michelle Heaton Parker

CRD 2927338 Certified Financial Planner Has disclosures

Firms

FirmRoleAs of
Accurate Wealth Management, Llc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗