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
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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
CRD#:    2940880
Firm CRD#:    10205
Insurance License#:    LA-951910
Name of Broker/Dealer:    Securities America, Inc.
Name of Custodial Firm:    National Financial Services
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
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
Years of Experience in Financial Services:    20
Number of Years with Current Firm:    20
Work Experience:    Wall Street Financial Group Merrill Lynch
I work with the following types of clients:    Individual Investors, Businesses, Non-Profit Organizations
 

Education

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

Services

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

Qualifications & Memberships

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

Firm Information

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

Compliance

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

Compensation and Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    $25,000
Compensation Methods:    Hourly, Commissions, Based on Assets, Flat Fee
Fee % Based on Assets:    1
Hourly Rate:    $300
Flat Fee Rate:    Depends
Minimum Fee Charged for Managed Accounts:    $250
Minimum Fee Charged for Hourly Planning Accounts:    $300
Minimum Fee Charged for Flat Fee Accounts:    $250
 
 
 
 
 
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