Featured Business Financial Advisor in Cedar Park, TX
Cedar Park Financial Advisors
AVH Invest
500 E. Whitestone Blvd., P.O. Box 1977
Cedar Park, TX 78630
(877) 738-7018
“Opportunity Through Transition”
Advisor Profile
Spencer Corzine
Name:  Spencer Corzine
Phone Number:  (877) 738-7018
Website:  Visit Website
Disclosure Link:
Please see my website for ad...
Disclaimer
Securities offered through Securities America, Inc. member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. AVH Invest and Securities America are separate companies.

About AVH Invest

We are dedicated to providing a unique Advisor - Client relationship. Our approach is treating our engagement with the heart of a teacher and not a sales person. We keep close touch with our clients and mandate that telephone calls are returned within 24 - hours. We know your time is valuable and therefore meetings can be held in your home during the day or evening for your convenience. More importantly, you will have an understanding of the nature of your investments, how they work and what you can expect from them. We explain things in terms you will understand so that you have a high comfort level with what you own.

We offer Full service financial planning. We currently serve 1,000 clients and $130,000,000 of assets under management. We are affiliated with a fully independent Broker Dealer with no proprietary products.
 

General Information

Gender:    Male
Work Experience:    Wall Street Financial Group Merrill Lynch
Firm CRD#:    10205
Name of Custodial Firm:    National Financial Services
Name of Broker/Dealer:    Securities America, Inc.
I work with the following types of clients:    Non-Profit Organizations, Businesses, Individual Investors
States Licensed in:    AL, AZ, CA, DC, FL, GA, HI, ID, IL, KY, LA, ME, MD, MI, NV, NH, NJ, NY, NC, OH, PA, SC, TN, TX, VT, VA
Insurance License#:    LA-951910
CRD#:    2940880
Years of Experience in Financial Services:    23
Number of Years with Current Firm:    5
States Willing to do Business in:    Austin,Bertram,Dripping Springs,Florence,Georgetown,Hutto,Jarrell,Leander,Liberty Hill,Manor,Marble Falls,Pflugerville,Round Rock,Spicewood,Taylor
 

Education

Academic Background
 
Bachelors degree in Accounting from S.U.N.Y. Brockport
 

Services

Investment Types:    Options, Insurance, Annuities, Socially Responsible Investments (SRI), Exchange Traded Funds (ETFs), Commodities, Alternative Investments, Bonds, Mutual Funds, Stocks
I can meet clients in the following ways:    Video Conference, Via email, Via phone, At your office, At your home, At my office
 

Qualifications & Memberships

Non-Financial Organization Memberships:    NFLPA Registered Advisor (National Football League Players Association)
Financial Organization Memberships:    Paladin Registry
Insurance and Annuity Licenses:    Variable Life, Variable Annuity, Long Term Care, Life, Health, Disability, Annuity, Accident
Securities Licenses:    Series 65, Series 63, Series 55, Series 24, Series 7
Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER, CFP®
 

Firm Information

Assets Managed by Firm:    $250,000,000
Firm's Number of Managed Clients:    500
Firm's Number of Planning Clients:    500
Firm's Number of Clients:    2000
Advisor's Number of Planning Clients:    500
Advisor's Number of Managed Clients:    500
Advisor's Number of Clients:    750
Assets Managed by Advisor:    $130,000,000
 

Compliance

Criminal Disclosures in Last 5 years:    I have a clean record
Compliance Disclosures in Last 5 years:    I have a clean record
I am an acknowledged fiduciary:    Yes
Investment Advisor Representative:    Yes
Registered Representative:    Yes
 

Compensation and Fees

Minimum Fee Charged for Flat Fee Accounts:    $250
Flat Fee Rate:    Depends
Minimum Fee Charged for Managed Accounts:    $250
Fee % Based on Assets:    1
Additional Details on Charges:    VERY transparent and work with my clients to find a method that's suitable for them.
Compensation Methods:    Commissions, Based on Assets, Flat Fee, Hourly
Fee Structure:    Fee-Based
 
 
 
 
 
Yellow Pages - RothIra.org 2020 | Privacy Policy | Terms Of Use | Help | Contact | Advertise | Affiliate Program | Link To Us | Site Map
All Rights Reserved